Evolution Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-125
| Closed | -$4K | – | 319 |
|
|
2021
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 551 |
|
|
2020
Q4 | $4K | Buy |
125
+53
| +74% | +$1.7K | ﹤0.01% | 476 |
|
|
2020
Q3 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 533 |
|
|
2020
Q1 | – | Sell |
-184
| Closed | -$6K | – | 422 |
|
|
2019
Q4 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 370 |
|
|
2019
Q3 | – | Sell |
-174
| Closed | -$6K | – | 515 |
|
|
2019
Q2 | $6K | Buy |
+174
| New | +$6K | ﹤0.01% | 236 |
|