Filbrandt Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9K | Hold |
251
| – | – | 0.01% | 130 |
|
|
2021
Q2 | $8K | Hold |
251
| – | – | ﹤0.01% | 132 |
|
|
2021
Q1 | $8K | Hold |
251
| – | – | ﹤0.01% | 130 |
|
|
2020
Q4 | $8K | Hold |
251
| – | – | 0.01% | 136 |
|
|
2020
Q3 | $6K | Sell |
251
-7
| -3% | -$167 | ﹤0.01% | 142 |
|
|
2020
Q2 | $7K | Buy |
258
+7
| +3% | +$190 | 0.01% | 248 |
|
|
2020
Q1 | $7K | Hold |
251
| – | – | 0.01% | 140 |
|
|
2019
Q4 | $8K | Buy |
+251
| New | +$8K | 0.01% | 158 |
|