Berman Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $169K | Buy |
4,925
+1,555
| +46% | +$53.4K | 0.03% | 299 |
|
|
2021
Q2 | $106K | Buy |
3,370
+1,674
| +99% | +$52.7K | 0.02% | 369 |
|
|
2021
Q1 | $52K | Buy |
1,696
+18
| +1% | +$552 | 0.01% | 464 |
|
|
2020
Q4 | $50K | Buy |
1,678
+25
| +2% | +$745 | 0.01% | 408 |
|
|
2020
Q3 | $41K | Sell |
1,653
-1,046
| -39% | -$25.9K | 0.01% | 398 |
|
|
2020
Q2 | $68K | Buy |
2,699
+665
| +33% | +$16.8K | 0.02% | 277 |
|
|
2020
Q1 | $52K | Buy |
2,034
+898
| +79% | +$23K | 0.02% | 287 |
|
|
2019
Q4 | $36K | Buy |
1,136
+2
| +0.2% | +$63 | 0.01% | 389 |
|
|
2019
Q3 | $39K | Sell |
1,134
-3
| -0.3% | -$103 | 0.01% | 353 |
|
|
2019
Q2 | $38K | Buy |
1,137
+157
| +16% | +$5.25K | 0.01% | 355 |
|
|
2019
Q1 | $35K | Buy |
980
+266
| +37% | +$9.5K | 0.01% | 333 |
|
|
2018
Q4 | $22K | Buy |
+714
| New | +$22K | 0.01% | 369 |
|