Bruderman Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-373
| Closed | -$13K | – | 245 |
|
|
2019
Q1 | $13K | Buy |
373
+1
| +0.3% | +$35 | ﹤0.01% | 410 |
|
|
2018
Q4 | $12K | Buy |
372
+55
| +17% | +$1.77K | ﹤0.01% | 407 |
|
|
2018
Q3 | $10K | Buy |
317
+3
| +1% | +$95 | ﹤0.01% | 281 |
|
|
2018
Q2 | $10K | Buy |
314
+3
| +1% | +$96 | ﹤0.01% | 296 |
|
|
2018
Q1 | $9K | Buy |
+311
| New | +$9K | ﹤0.01% | 301 |
|
|
2017
Q3 | – | Sell |
-304
| Closed | -$8K | – | 189 |
|
|
2017
Q2 | $8K | Buy |
+304
| New | +$8K | ﹤0.01% | 318 |
|
|
2017
Q1 | – | Sell |
-299
| Closed | -$8K | – | 184 |
|
|
2016
Q4 | $8K | Buy |
299
+3
| +1% | +$80 | ﹤0.01% | 324 |
|
|
2016
Q3 | $7K | Buy |
296
+3
| +1% | +$71 | ﹤0.01% | 348 |
|
|
2016
Q2 | $8K | Buy |
+293
| New | +$8K | ﹤0.01% | 321 |
|