Carroll Financial Associates’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | $70K | Hold |
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|
2018
Q1 | $64K | Sell |
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|
2017
Q4 | $68K | Hold |
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|
2017
Q3 | $66K | Sell |
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|
2017
Q2 | $69K | Sell |
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|
2017
Q1 | $80K | Buy |
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|
2016
Q4 | $73K | Hold |
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|
2016
Q3 | $69K | Sell |
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|
2016
Q2 | $75K | Sell |
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|
2016
Q1 | $80K | Buy |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $17K | Buy |
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|
2015
Q2 | $14K | Buy |
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|
2015
Q1 | $7K | Buy |
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|
2014
Q4 | $6K | Sell |
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|
2014
Q3 | $18K | Sell |
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|
2014
Q2 | $29K | Sell |
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|
2014
Q1 | $138K | Buy |
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|
2013
Q4 | $109K | Sell |
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|
2013
Q3 | $203K | Sell |
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|
2013
Q2 | $261K | Buy |
|