Evoke Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,552
| Closed | -$96K | – | 638 |
|
|
2022
Q3 | $96K | Sell |
2,552
-88
| -3% | -$3.31K | ﹤0.01% | 420 |
|
|
2022
Q2 | $120K | Sell |
2,640
-32
| -1% | -$1.46K | ﹤0.01% | 387 |
|
|
2022
Q1 | $127K | Sell |
2,672
-966
| -27% | -$45.9K | ﹤0.01% | 402 |
|
|
2021
Q4 | $150K | Buy |
3,638
+356
| +11% | +$14.7K | ﹤0.01% | 397 |
|
|
2021
Q3 | $113K | Buy |
3,282
+2,804
| +587% | +$96.5K | ﹤0.01% | 410 |
|
|
2021
Q2 | $15K | Sell |
478
-136
| -22% | -$4.27K | ﹤0.01% | 695 |
|
|
2021
Q1 | $19K | Buy |
614
+133
| +28% | +$4.12K | ﹤0.01% | 598 |
|
|
2020
Q4 | $15K | Buy |
481
+107
| +29% | +$3.34K | ﹤0.01% | 526 |
|
|
2020
Q3 | $10K | Sell |
374
-52
| -12% | -$1.39K | ﹤0.01% | 561 |
|
|
2020
Q2 | $11K | Buy |
426
+137
| +47% | +$3.54K | ﹤0.01% | 538 |
|
|
2020
Q1 | $7.6K | Sell |
289
-262
| -48% | -$6.89K | ﹤0.01% | 545 |
|
|
2019
Q4 | $17.9K | Sell |
551
-43
| -7% | -$1.4K | ﹤0.01% | 617 |
|
|
2019
Q3 | $20.5K | Buy |
+594
| New | +$20.5K | ﹤0.01% | 651 |
|