Elite Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-18,283
| Closed | -$483K | – | 66 |
|
|
2014
Q4 | $483K | Sell |
18,283
-5,233
| -22% | -$138K | 0.46% | 44 |
|
|
2014
Q3 | $572K | Sell |
23,516
-13,208
| -36% | -$321K | 0.52% | 43 |
|
|
2014
Q2 | $956K | Sell |
36,724
-12,347
| -25% | -$321K | 0.95% | 23 |
|
|
2014
Q1 | $1.18M | Sell |
49,071
-20,554
| -30% | -$492K | 0.95% | 27 |
|
|
2013
Q4 | $1.36M | Buy |
69,625
+69,471
| +45,111% | +$1.36M | 0.99% | 23 |
|
|
2013
Q3 | $3K | Buy |
+154
| New | +$3K | ﹤0.01% | 363 |
|