FGAM
Financial Gravity Asset Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16
| Closed | -$610 | – | 1803 |
|
|
2024
Q1 | $610 | Buy |
+16
| New | +$610 | ﹤0.01% | 1332 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$552 | – | 1416 |
|
|
2023
Q2 | $552 | Buy |
+41
| New | +$552 | ﹤0.01% | 984 |
|
|
2023
Q1 | – | Sell |
-43
| Closed | -$519 | – | 1310 |
|
|
2022
Q4 | $519 | Buy |
+43
| New | +$519 | ﹤0.01% | 795 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 822 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 586 |
|
|
2020
Q2 | – | Sell |
-170
| Closed | -$6.26K | – | 304 |
|
|
2020
Q1 | $6.26K | Sell |
170
-87
| -34% | -$3.21K | 0.02% | 310 |
|
|
2019
Q4 | $46K | Sell |
257
-1
| -0.4% | -$179 | 0.03% | 688 |
|
|
2019
Q3 | $12K | Buy |
258
+76
| +42% | +$3.54K | 0.01% | 566 |
|
|
2019
Q2 | $9K | Sell |
182
-89
| -33% | -$4.4K | 0.01% | 619 |
|
|
2019
Q1 | $13K | Buy |
+271
| New | +$13K | 0.01% | 507 |
|
|
2018
Q3 | $50K | Sell |
1,144
-349
| -23% | -$15.3K | 0.05% | 321 |
|
|
2018
Q2 | $64K | Buy |
1,493
+48
| +3% | +$2.06K | 0.06% | 271 |
|
|
2018
Q1 | $58K | Buy |
+1,445
| New | +$58K | 0.06% | 271 |
|