Bison Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,201
| Closed | -$234K | – | 408 |
|
|
2023
Q3 | $234K | Sell |
6,201
-694
| -10% | -$26.2K | 0.05% | 342 |
|
|
2023
Q2 | $281K | Buy |
6,895
+1,558
| +29% | +$63.5K | 0.05% | 302 |
|
|
2023
Q1 | $227K | Sell |
5,337
-660
| -11% | -$28K | 0.07% | 229 |
|
|
2022
Q4 | $250K | Buy |
5,997
+59
| +1% | +$2.46K | 0.08% | 226 |
|
|
2022
Q3 | $222K | Buy |
5,938
+904
| +18% | +$33.8K | 0.09% | 225 |
|
|
2022
Q2 | $228K | Buy |
+5,034
| New | +$228K | 0.13% | 168 |
|
|
2019
Q1 | – | Sell |
-7,004
| Closed | -$225K | – | 228 |
|
|
2018
Q4 | $225K | Sell |
7,004
-687
| -9% | -$22.1K | 0.16% | 170 |
|
|
2018
Q3 | $240K | Buy |
+7,691
| New | +$240K | 0.16% | 178 |
|