Empirical Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,714
| Closed | -$318K | – | 513 |
|
|
2021
Q4 | $318K | Sell |
7,714
-3,473
| -31% | -$143K | 0.02% | 411 |
|
|
2021
Q3 | $386K | Sell |
11,187
-4,915
| -31% | -$170K | 0.02% | 342 |
|
|
2021
Q2 | $509K | Buy |
16,102
+5,703
| +55% | +$180K | 0.03% | 299 |
|
|
2021
Q1 | $324K | Buy |
+10,399
| New | +$324K | 0.03% | 312 |
|