Clearview Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-113
| Closed | -$5K | – | 604 |
|
|
2022
Q1 | $5K | Sell |
113
-44
| -28% | -$1.95K | ﹤0.01% | 447 |
|
|
2021
Q4 | $6K | Hold |
157
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $5K | Buy |
157
+3
| +2% | +$96 | ﹤0.01% | 497 |
|
|
2021
Q2 | $5K | Buy |
154
+1
| +0.7% | +$32 | ﹤0.01% | 503 |
|
|
2021
Q1 | $5K | Buy |
153
+2
| +1% | +$65 | ﹤0.01% | 484 |
|
|
2020
Q4 | $5K | Buy |
+151
| New | +$5K | ﹤0.01% | 443 |
|