BDO Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.5K | Buy |
651
+426
| +189% | +$17.4K | ﹤0.01% | 534 |
|
|
2023
Q1 | $9.43K | Hold |
225
| – | – | ﹤0.01% | 713 |
|
|
2022
Q4 | $9.73K | Hold |
225
| – | – | ﹤0.01% | 687 |
|
|
2022
Q3 | $8K | Sell |
225
-200
| -47% | -$7.11K | ﹤0.01% | 746 |
|
|
2022
Q2 | $19K | Sell |
425
-127
| -23% | -$5.68K | ﹤0.01% | 569 |
|
|
2022
Q1 | $26K | Buy |
552
+58
| +12% | +$2.73K | ﹤0.01% | 554 |
|
|
2021
Q4 | $20K | Buy |
494
+179
| +57% | +$7.25K | ﹤0.01% | 620 |
|
|
2021
Q3 | $11K | Sell |
315
-211
| -40% | -$7.37K | ﹤0.01% | 707 |
|
|
2021
Q2 | $17K | Hold |
526
| – | – | ﹤0.01% | 661 |
|
|
2021
Q1 | $16K | Hold |
526
| – | – | ﹤0.01% | 648 |
|
|
2020
Q4 | $16K | Hold |
526
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $13K | Hold |
526
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $14K | Sell |
526
-35
| -6% | -$932 | ﹤0.01% | 463 |
|
|
2020
Q1 | $15K | Buy |
561
+351
| +167% | +$9.39K | ﹤0.01% | 490 |
|
|
2019
Q4 | $7K | Buy |
+210
| New | +$7K | ﹤0.01% | 454 |
|
|
2019
Q2 | – | Sell |
-367
| Closed | -$13K | – | 632 |
|
|
2019
Q1 | $13K | Sell |
367
-449
| -55% | -$15.9K | ﹤0.01% | 401 |
|
|
2018
Q4 | $26K | Sell |
816
-14
| -2% | -$446 | 0.01% | 314 |
|
|
2018
Q3 | $26K | Sell |
830
-71
| -8% | -$2.22K | 0.01% | 354 |
|
|
2018
Q2 | $27K | Buy |
901
+452
| +101% | +$13.5K | 0.01% | 354 |
|
|
2018
Q1 | $12K | Hold |
449
| – | – | ﹤0.01% | 378 |
|
|
2017
Q4 | $13K | Hold |
449
| – | – | 0.01% | 313 |
|
|
2017
Q3 | $12K | Hold |
449
| – | – | 0.01% | 296 |
|
|
2017
Q2 | $12K | Buy |
+449
| New | +$12K | 0.01% | 350 |
|