Buckley Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,500
| Closed | -$291K | – | 139 |
|
|
2019
Q2 | $291K | Sell |
8,500
-149
| -2% | -$5.1K | 0.14% | 129 |
|
|
2019
Q1 | $309K | Sell |
8,649
-14
| -0.2% | -$500 | 0.15% | 115 |
|
|
2018
Q4 | $279K | Sell |
8,663
-5,162
| -37% | -$166K | 0.14% | 122 |
|
|
2018
Q3 | $431K | Sell |
13,825
-35
| -0.3% | -$1.09K | 0.19% | 103 |
|
|
2018
Q2 | $421K | Buy |
13,860
+47
| +0.3% | +$1.43K | 0.2% | 103 |
|
|
2018
Q1 | $384K | Sell |
13,813
-494
| -3% | -$13.7K | 0.19% | 110 |
|
|
2017
Q4 | $402K | Buy |
+14,307
| New | +$402K | 0.2% | 111 |
|