BCWM LLC’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-132,618
| Closed | -$3.18M | – | 92 |
|
2014
Q1 | $3.18M | Buy |
132,618
+209
| +0.2% | +$5K | 1.67% | 27 |
|
2013
Q4 | $2.59M | Buy |
132,409
+50,168
| +61% | +$980K | 1.46% | 29 |
|
2013
Q3 | $1.74M | Sell |
82,241
-34,766
| -30% | -$735K | 1.06% | 47 |
|
2013
Q2 | $2.58M | Buy |
+117,007
| New | +$2.58M | 1.56% | 27 |
|