Concert Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13,253
| Closed | -$315K | – | 606 |
|
|
2016
Q3 | $315K | Buy |
13,253
+311
| +2% | +$7.39K | 0.04% | 475 |
|
|
2016
Q2 | $336K | Buy |
12,942
+1,924
| +17% | +$50K | 0.05% | 426 |
|
|
2016
Q1 | $281K | Buy |
+11,018
| New | +$281K | 0.04% | 473 |
|
|
2015
Q4 | – | Sell |
-13,175
| Closed | -$279K | – | 700 |
|
|
2015
Q3 | $279K | Buy |
13,175
+609
| +5% | +$12.9K | 0.04% | 508 |
|
|
2015
Q2 | $282K | Buy |
+12,566
| New | +$282K | 0.04% | 524 |
|
|
2015
Q1 | – | Sell |
-10,821
| Closed | -$286K | – | 528 |
|
|
2014
Q4 | $286K | Buy |
+10,821
| New | +$286K | 0.04% | 473 |
|