Catamount 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
Q1 | $35K | Hold |
984
| – | – | 0.02% | 99 |
|
|
2018
Q4 | $34K | Hold |
984
| – | – | 0.02% | 84 |
|
|
2018
Q3 | $31K | Hold |
984
| – | – | 0.01% | 102 |
|
|
2018
Q2 | $30K | Hold |
984
| – | – | 0.01% | 100 |
|
|
2018
Q1 | $27K | Buy |
984
+701
| +248% | +$19.2K | 0.01% | 102 |
|
|
2017
Q4 | $8K | Hold |
283
| – | – | ﹤0.01% | 142 |
|
|
2017
Q3 | $8K | Hold |
283
| – | – | ﹤0.01% | 139 |
|
|
2017
Q2 | $7K | Hold |
283
| – | – | ﹤0.01% | 140 |
|
|
2017
Q1 | $7K | Hold |
283
| – | – | ﹤0.01% | 146 |
|
|
2016
Q4 | $7K | Hold |
283
| – | – | 0.01% | 126 |
|
|
2016
Q3 | $6K | Hold |
283
| – | – | 0.01% | 124 |
|
|
2016
Q2 | $7K | Hold |
283
| – | – | 0.01% | 106 |
|
|
2016
Q1 | $7K | Hold |
283
| – | – | 0.01% | 102 |
|
|
2015
Q4 | $6K | Hold |
283
| – | – | 0.01% | 101 |
|
|
2015
Q3 | $6K | Hold |
283
| – | – | 0.01% | 103 |
|
|
2015
Q2 | $6K | Hold |
283
| – | – | ﹤0.01% | 132 |
|
|
2015
Q1 | $7K | Hold |
283
| – | – | 0.01% | 111 |
|
|
2014
Q4 | $7K | Buy |
+283
| New | +$7K | 0.01% | 96 |
|