Financial Engines Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,232
| Closed | -$204K | – | 276 |
|
|
2021
Q3 | $204K | Buy |
+4,232
| New | +$204K | ﹤0.01% | 264 |
|
|
2020
Q3 | – | Sell |
-5,806
| Closed | -$211K | – | 245 |
|
|
2020
Q2 | $211K | Buy |
+5,806
| New | +$211K | ﹤0.01% | 193 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$2K | – | 162 |
|
|
2017
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 141 |
|
|
2017
Q2 | – | Sell |
-103
| Closed | -$4K | – | 91 |
|
|
2017
Q1 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 69 |
|
|
2014
Q3 | – | Sell |
-89,619
| Closed | -$3.27M | – | 57 |
|
|
2014
Q2 | $3.27M | Sell |
89,619
-18,962
| -17% | -$692K | 2.81% | 12 |
|
|
2014
Q1 | $3.64M | Sell |
108,581
-10,581
| -9% | -$355K | 2.98% | 8 |
|
|
2013
Q4 | $3.26M | Sell |
119,162
-3,417
| -3% | -$93.6K | 2.71% | 11 |
|
|
2013
Q3 | $3.63M | Sell |
122,579
-25,864
| -17% | -$767K | 3.03% | 10 |
|
|
2013
Q2 | $4.58M | Buy |
+148,443
| New | +$4.58M | 3.94% | 6 |
|