Fieldpoint Private Securities’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $302K | Sell |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $411K | Buy |
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|
2017
Q3 | $341K | Buy |
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