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 |
|