Cranbrook 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 |
-135
| Closed | -$3K | – | 219 |
|
|
2016
Q3 | $3K | Sell |
135
-75
| -36% | -$1.67K | ﹤0.01% | 182 |
|
|
2016
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 165 |
|
|
2016
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 175 |
|
|
2015
Q4 | $4K | Hold |
210
| – | – | ﹤0.01% | 177 |
|
|
2015
Q3 | $4K | Hold |
210
| – | – | ﹤0.01% | 182 |
|
|
2015
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 183 |
|
|
2015
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 182 |
|
|
2014
Q4 | $6K | Buy |
+210
| New | +$6K | ﹤0.01% | 180 |
|
|
2014
Q1 | – | Sell |
-210
| Closed | -$4K | – | 173 |
|
|
2013
Q4 | $4K | Buy |
+210
| New | +$4K | ﹤0.01% | 192 |
|