Banyan Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $316K | Hold |
12,997
| – | – | 0.03% | 340 |
|
|
2014
Q2 | $338K | Hold |
12,997
| – | – | 0.03% | 333 |
|
|
2014
Q1 | $311K | Hold |
12,997
| – | – | 0.03% | 335 |
|
|
2013
Q4 | $254K | Hold |
12,997
| – | – | 0.02% | 370 |
|
|
2013
Q3 | $275K | Sell |
12,997
-312
| -2% | -$6.6K | 0.02% | 268 |
|
|
2013
Q2 | $293K | Buy |
+13,309
| New | +$293K | 0.06% | 155 |
|