Castleview Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,284
| Closed | -$320K | – | 644 |
|
|
2022
Q2 | $320K | Buy |
3,284
+2,360
| +255% | +$230K | 0.25% | 90 |
|
|
2022
Q1 | $44K | Sell |
924
-17,296
| -95% | -$824K | 0.03% | 362 |
|
|
2021
Q4 | $225 | Buy |
+18,220
| New | +$225 | ﹤0.01% | 653 |
|
|
2021
Q2 | $46K | Buy |
+1,464
| New | +$46K | 0.02% | 434 |
|