Boston Private Bank & Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $14K | Sell |
580
-575
| -50% | -$13.9K | ﹤0.01% | 774 |
|
2014
Q4 | $31K | Sell |
1,155
-286
| -20% | -$7.68K | ﹤0.01% | 663 |
|
2014
Q3 | $35K | Buy |
1,441
+399
| +38% | +$9.69K | ﹤0.01% | 653 |
|
2014
Q2 | $27K | Sell |
1,042
-594
| -36% | -$15.4K | ﹤0.01% | 690 |
|
2014
Q1 | $39K | Hold |
1,636
| – | – | ﹤0.01% | 636 |
|
2013
Q4 | $32K | Sell |
1,636
-951
| -37% | -$18.6K | ﹤0.01% | 664 |
|
2013
Q3 | $55K | Sell |
2,587
-560
| -18% | -$11.9K | ﹤0.01% | 547 |
|
2013
Q2 | $69K | Buy |
+3,147
| New | +$69K | ﹤0.01% | 503 |
|