Copperwynd Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,578
| Closed | -$1.15M | – | 133 |
|
|
2022
Q3 | $1.15M | Sell |
30,578
-435
| -1% | -$16.3K | 0.66% | 32 |
|
|
2022
Q2 | $1.41M | Buy |
31,013
+110
| +0.4% | +$4.99K | 0.83% | 30 |
|
|
2022
Q1 | $1.47M | Buy |
+30,903
| New | +$1.47M | 0.61% | 33 |
|
|
2019
Q3 | – | Sell |
-42,804
| Closed | -$1.46M | – | 108 |
|
|
2019
Q2 | $1.46M | Buy |
42,804
+1,235
| +3% | +$42.2K | 0.84% | 26 |
|
|
2019
Q1 | $1.49M | Buy |
+41,569
| New | +$1.49M | 0.89% | 27 |
|