Financial Advocates Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,385
| Closed | -$240K | – | 738 |
|
|
2024
Q1 | $240K | Buy |
6,385
+27
| +0.4% | +$1.01K | 0.01% | 667 |
|
|
2023
Q4 | $228K | Buy |
6,358
+45
| +0.7% | +$1.62K | 0.01% | 653 |
|
|
2023
Q3 | $239K | Sell |
6,313
-886
| -12% | -$33.5K | 0.02% | 594 |
|
|
2023
Q2 | $293K | Buy |
7,199
+28
| +0.4% | +$1.14K | 0.02% | 526 |
|
|
2023
Q1 | $300K | Buy |
7,171
+1,980
| +38% | +$82.9K | 0.02% | 550 |
|
|
2022
Q4 | $224K | Sell |
5,191
-374
| -7% | -$16.2K | 0.02% | 641 |
|
|
2022
Q3 | $208K | Sell |
5,565
-31,368
| -85% | -$1.17M | 0.02% | 667 |
|
|
2022
Q2 | $1.67M | Buy |
36,933
+31,624
| +596% | +$1.43M | 0.14% | 187 |
|
|
2022
Q1 | $253K | Sell |
5,309
-2,168
| -29% | -$103K | 0.02% | 621 |
|
|
2021
Q4 | $308K | Buy |
7,477
+102
| +1% | +$4.2K | 0.02% | 622 |
|
|
2021
Q3 | $254K | Buy |
7,375
+2
| +0% | +$69 | 0.02% | 643 |
|
|
2021
Q2 | $233K | Sell |
7,373
-293
| -4% | -$9.26K | 0.02% | 651 |
|
|
2021
Q1 | $212K | Buy |
7,666
+548
| +8% | +$15.2K | 0.02% | 687 |
|
|
2020
Q4 | $214K | Buy |
+7,118
| New | +$214K | 0.01% | 659 |
|