Aviance Capital Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-19,094
| Closed | -$458K | – | 206 |
|
|
2015
Q1 | $458K | Buy |
19,094
+655
| +4% | +$15.7K | 0.17% | 154 |
|
|
2014
Q4 | $488K | Sell |
18,439
-19,223
| -51% | -$509K | 0.18% | 148 |
|
|
2014
Q3 | $916K | Buy |
37,662
+1,064
| +3% | +$25.9K | 0.35% | 80 |
|
|
2014
Q2 | $952K | Buy |
36,598
+4,152
| +13% | +$108K | 0.37% | 84 |
|
|
2014
Q1 | $777K | Buy |
32,446
+5,493
| +20% | +$131K | 0.33% | 89 |
|
|
2013
Q4 | $527K | Buy |
+26,953
| New | +$527K | 0.22% | 130 |
|