Braun-Bostich & Associates’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,335
| Closed | -$187K | – | 116 |
|
|
2020
Q3 | $187K | Sell |
7,335
-7,647
| -51% | -$195K | 0.19% | 97 |
|
|
2020
Q2 | $388K | Hold |
14,982
| – | – | 0.38% | 50 |
|
|
2020
Q1 | $358K | Sell |
14,982
-8
| -0.1% | -$191 | 0.46% | 49 |
|
|
2019
Q4 | $486K | Buy |
14,990
+4,485
| +43% | +$145K | 0.48% | 43 |
|
|
2019
Q3 | $362K | Buy |
10,505
+1,863
| +22% | +$64.2K | 0.42% | 53 |
|
|
2019
Q2 | $296K | Buy |
8,642
+3,547
| +70% | +$121K | 0.31% | 65 |
|
|
2019
Q1 | $182K | Buy |
5,095
+4,236
| +493% | +$151K | 0.19% | 107 |
|
|
2018
Q4 | $28K | Buy |
859
+293
| +52% | +$9.55K | 0.03% | 201 |
|
|
2018
Q3 | $18K | Buy |
+566
| New | +$18K | 0.02% | 239 |
|