Farr Miller & Washington’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,795
| Closed | -$221K | – | 136 |
|
|
2019
Q4 | $221K | Hold |
6,795
| – | – | 0.02% | 138 |
|
|
2019
Q3 | $234K | Hold |
6,795
| – | – | 0.02% | 129 |
|
|
2019
Q2 | $232K | Hold |
6,795
| – | – | 0.02% | 129 |
|
|
2019
Q1 | $243K | Hold |
6,795
| – | – | 0.02% | 130 |
|
|
2018
Q4 | $219K | Sell |
6,795
-481
| -7% | -$15.5K | 0.02% | 125 |
|
|
2018
Q3 | $227K | Hold |
7,276
| – | – | 0.02% | 137 |
|
|
2018
Q2 | $221K | Hold |
7,276
| – | – | 0.02% | 138 |
|
|
2018
Q1 | $202K | Buy |
+7,276
| New | +$202K | 0.02% | 152 |
|