Cedar Brook Financial Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,208
| Closed | -$215K | – | 385 |
|
|
2021
Q4 | $215K | Buy |
+5,208
| New | +$215K | 0.06% | 344 |
|
|
2020
Q1 | – | Sell |
-6,863
| Closed | -$223K | – | 260 |
|
|
2019
Q4 | $223K | Sell |
6,863
-1,245
| -15% | -$40.5K | 0.09% | 256 |
|
|
2019
Q3 | $279K | Buy |
8,108
+215
| +3% | +$7.4K | 0.12% | 215 |
|
|
2019
Q2 | $270K | Buy |
7,893
+3
| +0% | +$103 | 0.12% | 224 |
|
|
2019
Q1 | $282K | Buy |
+7,890
| New | +$282K | 0.14% | 205 |
|