Edge Wealth Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-534
Closed -$14K 398
2020
Q3
$14K Hold
534
﹤0.01% 294
2020
Q2
$14K Hold
534
﹤0.01% 415
2020
Q1
$14K Hold
534
﹤0.01% 360
2019
Q4
$17K Hold
534
﹤0.01% 354
2019
Q3
$18K Hold
534
﹤0.01% 337
2019
Q2
$18K Hold
534
﹤0.01% 347
2019
Q1
$19K Hold
534
﹤0.01% 331
2018
Q4
$17K Hold
534
﹤0.01% 342
2018
Q3
$17K Hold
534
﹤0.01% 380
2018
Q2
$16K Hold
534
﹤0.01% 371
2018
Q1
$15K Hold
534
﹤0.01% 331
2017
Q4
$14K Hold
534
﹤0.01% 342
2017
Q3
$14K Hold
534
﹤0.01% 331
2017
Q2
$14K Hold
534
﹤0.01% 328
2017
Q1
$14K Hold
534
﹤0.01% 308
2016
Q4
$14K Hold
534
0.01% 304
2016
Q3
$13K Hold
534
0.01% 305
2016
Q2
$14K Hold
534
0.01% 285
2016
Q1
$14K Hold
534
0.01% 257
2015
Q4
$11K Hold
534
﹤0.01% 282
2015
Q3
$11K Hold
534
﹤0.01% 283
2015
Q2
$12K Hold
534
﹤0.01% 288
2015
Q1
$13K Hold
534
﹤0.01% 287
2014
Q4
$14K Hold
534
0.01% 285
2014
Q3
$13K Hold
534
0.01% 288
2014
Q2
$14K Sell
534
-323
-38% -$8.47K 0.01% 267
2014
Q1
$21K Sell
857
-754
-47% -$18.5K 0.01% 232
2013
Q4
$31K Buy
1,611
+761
+90% +$14.6K 0.01% 193
2013
Q3
$18K Buy
850
+3
+0.4% +$64 0.01% 207
2013
Q2
$19K Buy
+847
New +$19K 0.01% 189