BIA
Bigelow Investment Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,082
| Closed | -$224K | – | 138 |
|
|
2020
Q1 | $224K | Sell |
6,082
-775
| -11% | -$28.5K | 0.17% | 126 |
|
|
2019
Q4 | $313K | Hold |
6,857
| – | – | 0.18% | 128 |
|
|
2019
Q3 | $331K | Sell |
6,857
-450
| -6% | -$21.7K | 0.21% | 118 |
|
|
2019
Q2 | $350K | Sell |
7,307
-531
| -7% | -$25.4K | 0.23% | 112 |
|
|
2019
Q1 | $393K | Sell |
7,838
-1,159
| -13% | -$58.1K | 0.27% | 103 |
|
|
2018
Q4 | $406K | Sell |
8,997
-250
| -3% | -$11.3K | 0.3% | 96 |
|
|
2018
Q3 | $404K | Sell |
9,247
-315
| -3% | -$13.8K | 0.27% | 109 |
|
|
2018
Q2 | $407K | Sell |
9,562
-150
| -2% | -$6.39K | 0.28% | 102 |
|
|
2018
Q1 | $379K | Buy |
+9,712
| New | +$379K | 0.26% | 112 |
|