FAS Wealth Partners’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 |
-6,361
| Closed | -$219K | – | 407 |
|
|
2021
Q3 | $219K | Buy |
6,361
+31
| +0.5% | +$1.07K | 0.02% | 271 |
|
|
2021
Q2 | $200K | Buy |
+6,330
| New | +$200K | 0.02% | 272 |
|
|
2020
Q1 | – | Sell |
-6,574
| Closed | -$214K | – | 298 |
|
|
2019
Q4 | $214K | Buy |
6,574
+32
| +0.5% | +$1.04K | 0.04% | 191 |
|
|
2019
Q3 | $225K | Buy |
6,542
+375
| +6% | +$12.9K | 0.04% | 184 |
|
|
2019
Q2 | $211K | Buy |
6,167
+29
| +0.5% | +$992 | 0.04% | 181 |
|
|
2019
Q1 | $219K | Buy |
+6,138
| New | +$219K | 0.04% | 180 |
|