Atlas Private Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-522
| Closed | -$18K | – | 334 |
|
|
2021
Q3 | $18K | Sell |
522
-64
| -11% | -$2.21K | 0.01% | 367 |
|
|
2021
Q2 | $19K | Buy |
586
+73
| +14% | +$2.37K | 0.01% | 371 |
|
|
2021
Q1 | $16K | Buy |
513
+4
| +0.8% | +$125 | 0.01% | 419 |
|
|
2020
Q4 | $15K | Buy |
509
+482
| +1,785% | +$14.2K | 0.01% | 376 |
|
|
2020
Q3 | $1K | Sell |
27
-126
| -82% | -$4.67K | ﹤0.01% | 623 |
|
|
2020
Q2 | $4K | Buy |
+153
| New | +$4K | ﹤0.01% | 524 |
|