Balasa Dinverno & Foltz’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $912K | Sell |
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|
2021
Q4 | $992K | Buy |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | $594K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $383K | Buy |
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|
2020
Q2 | $389K | Sell |
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|
2020
Q1 | $909K | Sell |
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|
2019
Q4 | $1.67M | Sell |
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|
2019
Q3 | $1.83M | Sell |
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|
2019
Q2 | $2.42M | Buy |
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|
2019
Q1 | $2.11M | Buy |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $968K | Buy |
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|
2017
Q1 | $868K | Sell |
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|
2016
Q4 | $896K | Buy |
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|
2016
Q3 | $704K | Buy |
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|
2016
Q2 | $707K | Buy |
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|
2016
Q1 | $426K | Buy |
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|
2015
Q4 | $328K | Sell |
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|
2015
Q3 | $371K | Sell |
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|
2015
Q2 | $396K | Buy |
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|
2015
Q1 | $394K | Buy |
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|
2014
Q4 | $425K | Buy |
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|
2014
Q3 | $374K | Sell |
|
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|
2014
Q2 | $403K | Buy |
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|
2014
Q1 | $359K | Sell |
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|
2013
Q4 | $301K | Buy |
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|
2013
Q3 | $299K | Buy |
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|
2013
Q2 | $311K | Buy |
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