BOK Financial Private Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-108
| Closed | -$3.89K | – | 489 |
|
|
2023
Q4 | $3.89K | Buy |
+108
| New | +$3.89K | ﹤0.01% | 412 |
|
|
2023
Q3 | – | Sell |
-900
| Closed | -$36.7K | – | 386 |
|
|
2023
Q2 | $36.7K | Hold |
900
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $37.7K | Hold |
900
| – | – | ﹤0.01% | 262 |
|
|
2022
Q4 | $38.9K | Buy |
+900
| New | +$38.9K | ﹤0.01% | 246 |
|
|
2022
Q2 | – | Sell |
-4,624
| Closed | -$220K | – | 402 |
|
|
2022
Q1 | $220K | Sell |
4,624
-873
| -16% | -$41.5K | 0.02% | 284 |
|
|
2021
Q4 | $226K | Buy |
+5,497
| New | +$226K | 0.02% | 272 |
|