Destiny Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,225
| Closed | -$222K | – | 168 |
|
|
2023
Q2 | $222K | Buy |
+5,225
| New | +$222K | 0.04% | 154 |
|
|
2023
Q1 | – | Sell |
-1,056
| Closed | -$45.7K | – | 325 |
|
|
2022
Q4 | $45.7K | Sell |
1,056
-6,696
| -86% | -$289K | 0.01% | 304 |
|
|
2022
Q3 | $290K | Buy |
7,752
+1,866
| +32% | +$69.8K | 0.07% | 140 |
|
|
2022
Q2 | $267K | Buy |
5,886
+2,715
| +86% | +$123K | 0.06% | 130 |
|
|
2022
Q1 | $151K | Sell |
3,171
-62
| -2% | -$2.95K | 0.03% | 179 |
|
|
2021
Q4 | $133K | Buy |
3,233
+84
| +3% | +$3.46K | 0.03% | 209 |
|
|
2021
Q3 | $109K | Buy |
+3,149
| New | +$109K | 0.02% | 209 |
|
|
2021
Q2 | – | Sell |
-1,481
| Closed | -$46K | – | 287 |
|
|
2021
Q1 | $46K | Hold |
1,481
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $45K | Buy |
+1,481
| New | +$45K | 0.01% | 295 |
|