Buckingham Strategic Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $831K | Buy |
24,007
+388
| +2% | +$13.4K | 0.01% | 363 |
|
|
2024
Q1 | $887K | Sell |
23,619
-43
| -0.2% | -$1.62K | 0.01% | 355 |
|
|
2023
Q4 | $849K | Buy |
23,662
+402
| +2% | +$14.4K | 0.01% | 351 |
|
|
2023
Q3 | $879K | Sell |
23,260
-178
| -0.8% | -$6.73K | 0.01% | 311 |
|
|
2023
Q2 | $955K | Buy |
23,438
+155
| +0.7% | +$6.32K | 0.01% | 306 |
|
|
2023
Q1 | $1.01M | Hold |
23,283
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $1.01M | Buy |
23,283
+3,494
| +18% | +$151K | 0.02% | 269 |
|
|
2022
Q3 | $741K | Sell |
19,789
-14
| -0.1% | -$524 | 0.02% | 294 |
|
|
2022
Q2 | $897K | Buy |
19,803
+2,511
| +15% | +$114K | 0.02% | 275 |
|
|
2022
Q1 | $824K | Sell |
17,292
-6,678
| -28% | -$318K | 0.02% | 275 |
|
|
2021
Q4 | $988K | Buy |
23,970
+247
| +1% | +$10.2K | 0.02% | 260 |
|
|
2021
Q3 | $818K | Buy |
23,723
+3,387
| +17% | +$117K | 0.02% | 276 |
|
|
2021
Q2 | $643K | Buy |
20,336
+1,150
| +6% | +$36.4K | 0.02% | 308 |
|
|
2021
Q1 | $599K | Buy |
19,186
+3,922
| +26% | +$122K | 0.03% | 297 |
|
|
2020
Q4 | $460K | Buy |
15,264
+52
| +0.3% | +$1.57K | 0.02% | 331 |
|
|
2020
Q3 | $388K | Buy |
15,212
+6,908
| +83% | +$176K | 0.03% | 313 |
|
|
2020
Q2 | $215K | Sell |
8,304
-564
| -6% | -$14.6K | 0.02% | 366 |
|
|
2020
Q1 | $233K | Sell |
8,868
-4,632
| -34% | -$122K | 0.02% | 396 |
|
|
2019
Q4 | $439K | Buy |
13,500
+3,295
| +32% | +$107K | 0.04% | 273 |
|
|
2019
Q3 | $352K | Buy |
10,205
+2,711
| +36% | +$93.5K | 0.04% | 289 |
|
|
2019
Q2 | $256K | Buy |
7,494
+1,559
| +26% | +$53.3K | 0.03% | 370 |
|
|
2019
Q1 | $212K | Buy |
+5,935
| New | +$212K | 0.03% | 380 |
|
|
2016
Q3 | – | Sell |
-7,718
| Closed | -$200K | – | 235 |
|
|
2016
Q2 | $200K | Buy |
+7,718
| New | +$200K | 0.07% | 224 |
|