Doyle Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,210
| Closed | -$217K | – | 216 |
|
|
2020
Q4 | $217K | Buy |
+7,210
| New | +$217K | 0.02% | 196 |
|
|
2020
Q2 | – | Sell |
-8,722
| Closed | -$229K | – | 181 |
|
|
2020
Q1 | $229K | Buy |
8,722
+37
| +0.4% | +$971 | 0.04% | 161 |
|
|
2019
Q4 | $282K | Sell |
8,685
-446
| -5% | -$14.5K | 0.04% | 168 |
|
|
2019
Q3 | $315K | Sell |
9,131
-290
| -3% | -$10K | 0.04% | 152 |
|
|
2019
Q2 | $322K | Sell |
9,421
-1,771
| -16% | -$60.5K | 0.04% | 145 |
|
|
2019
Q1 | $394K | Buy |
11,192
+1,607
| +17% | +$56.6K | 0.06% | 128 |
|
|
2018
Q4 | $308K | Buy |
9,585
+579
| +6% | +$18.6K | 0.05% | 140 |
|
|
2018
Q3 | $280K | Sell |
9,006
-1,073
| -11% | -$33.4K | 0.04% | 157 |
|
|
2018
Q2 | $306K | Buy |
10,079
+276
| +3% | +$8.38K | 0.05% | 145 |
|
|
2018
Q1 | $273K | Sell |
9,803
-746
| -7% | -$20.8K | 0.05% | 138 |
|
|
2017
Q4 | $297K | Buy |
10,549
+1,520
| +17% | +$42.8K | 0.05% | 136 |
|
|
2017
Q3 | $243K | Buy |
9,029
+324
| +4% | +$8.72K | 0.04% | 134 |
|
|
2017
Q2 | $224K | Sell |
8,705
-1,186
| -12% | -$30.5K | 0.04% | 128 |
|
|
2017
Q1 | $254K | Buy |
+9,891
| New | +$254K | 0.05% | 116 |
|