Baker Avenue Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-293
| Closed | -$11.1K | – | 703 |
|
|
2023
Q3 | $11.1K | Buy |
293
+71
| +32% | +$2.68K | ﹤0.01% | 743 |
|
|
2023
Q2 | $9.06K | Sell |
222
-990
| -82% | -$40.4K | ﹤0.01% | 746 |
|
|
2023
Q1 | $50.8K | Buy |
1,212
+998
| +466% | +$41.8K | ﹤0.01% | 530 |
|
|
2022
Q4 | $9.25K | Buy |
+214
| New | +$9.25K | ﹤0.01% | 716 |
|
|
2022
Q3 | – | Sell |
-6,985
| Closed | -$317K | – | 340 |
|
|
2022
Q2 | $317K | Buy |
6,985
+1,734
| +33% | +$78.7K | 0.02% | 258 |
|
|
2022
Q1 | $250K | Buy |
+5,251
| New | +$250K | 0.01% | 274 |
|