B. Riley Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $204 | Buy |
+4,502
| New | +$204 | ﹤0.01% | 656 |
|
|
2015
Q3 | – | Sell |
-450
| Closed | -$10K | – | 336 |
|
|
2015
Q2 | $10K | Sell |
450
-991
| -69% | -$22K | 0.01% | 738 |
|
|
2015
Q1 | $34K | Sell |
1,441
-274
| -16% | -$6.47K | 0.03% | 491 |
|
|
2014
Q4 | $45K | Sell |
1,715
-565
| -25% | -$14.8K | 0.04% | 408 |
|
|
2014
Q3 | $55K | Sell |
2,280
-1,093
| -32% | -$26.4K | 0.04% | 391 |
|
|
2014
Q2 | $87K | Buy |
3,373
+28
| +0.8% | +$722 | 0.06% | 373 |
|
|
2014
Q1 | $80K | Buy |
+3,345
| New | +$80K | 0.06% | 350 |
|