Disciplined Investments’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 |
-45
| Closed | -$1.83K | – | 575 |
|
|
2023
Q2 | $1.83K | Buy |
45
+4
| +10% | +$163 | ﹤0.01% | 696 |
|
|
2023
Q1 | $1.72K | Sell |
41
-4
| -9% | -$168 | ﹤0.01% | 729 |
|
|
2022
Q4 | $1.95K | Buy |
45
+5
| +13% | +$216 | ﹤0.01% | 632 |
|
|
2022
Q3 | $1K | Sell |
40
-11
| -22% | -$275 | ﹤0.01% | 883 |
|
|
2022
Q2 | $2K | Buy |
51
+15
| +42% | +$588 | ﹤0.01% | 650 |
|
|
2022
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 683 |
|