Beaumont Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,114
| Closed | -$211K | – | 363 |
|
|
2021
Q4 | $211K | Buy |
+5,114
| New | +$211K | 0.02% | 338 |
|
|
2020
Q1 | – | Sell |
-7,505
| Closed | -$244K | – | 248 |
|
|
2019
Q4 | $244K | Buy |
7,505
+953
| +15% | +$31K | 0.02% | 250 |
|
|
2019
Q3 | $226K | Buy |
6,552
+422
| +7% | +$14.6K | 0.02% | 248 |
|
|
2019
Q2 | $210K | Buy |
+6,130
| New | +$210K | 0.02% | 236 |
|