Chesapeake Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,298
| Closed | -$218K | – | 190 |
|
|
2020
Q1 | $218K | Sell |
8,298
-232
| -3% | -$6.1K | 0.1% | 168 |
|
|
2019
Q4 | $278K | Sell |
8,530
-3,959
| -32% | -$129K | 0.11% | 165 |
|
|
2019
Q3 | $430K | Sell |
12,489
-21,453
| -63% | -$739K | 0.18% | 128 |
|
|
2019
Q2 | $1.16M | Buy |
33,942
+2,579
| +8% | +$88.1K | 0.48% | 60 |
|
|
2019
Q1 | $1.12M | Buy |
31,363
+834
| +3% | +$29.8K | 0.49% | 56 |
|
|
2018
Q4 | $982K | Buy |
30,529
+2,712
| +10% | +$87.2K | 0.49% | 55 |
|
|
2018
Q3 | $866K | Buy |
27,817
+1,562
| +6% | +$48.6K | 0.39% | 71 |
|
|
2018
Q2 | $798K | Buy |
26,255
+6,264
| +31% | +$190K | 0.37% | 74 |
|
|
2018
Q1 | $556K | Buy |
+19,991
| New | +$556K | 0.26% | 92 |
|