Certified Advisory Corp’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,300
| Closed | -$103K | – | 370 |
|
|
2021
Q1 | $103K | Buy |
+3,300
| New | +$103K | 0.03% | 250 |
|
|
2020
Q2 | $142K | Hold |
5,492
| – | – | 0.05% | 202 |
|
|
2020
Q1 | $144K | Hold |
5,492
| – | – | 0.06% | 186 |
|
|
2019
Q4 | $179K | Hold |
5,492
| – | – | 0.06% | 194 |
|
|
2019
Q3 | $189K | Hold |
5,492
| – | – | 0.07% | 186 |
|
|
2019
Q2 | $188K | Hold |
5,492
| – | – | 0.07% | 179 |
|
|
2019
Q1 | $196K | Sell |
5,492
-736
| -12% | -$26.3K | 0.08% | 161 |
|
|
2018
Q4 | $200K | Hold |
6,228
| – | – | 0.1% | 146 |
|
|
2018
Q3 | $194K | Hold |
6,228
| – | – | 0.09% | 153 |
|
|
2018
Q2 | $189K | Sell |
6,228
-67
| -1% | -$2.03K | 0.11% | 143 |
|
|
2018
Q1 | $174K | Buy |
6,295
+227
| +4% | +$6.28K | 0.1% | 151 |
|
|
2017
Q4 | $169K | Buy |
+6,068
| New | +$169K | 0.12% | 128 |
|