Financial Gravity Companies’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$49K Buy
+1,452
New +$46.4K 0.04% 333
2018
Q1
$58K Sell
2,026
-123
-6% -$3.32K 0.06% 271
2017
Q4
$59K Buy
+2,149
New +$61.8K 0.07% 251

Other funds holding EXC

Financial Gravity Companies's EXC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Exelon (EXC) in Q4 2018: 1,452 shares worth $49K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EXC as recently as Q1 2018.

Financial Gravity Companies first reported a position in EXC in Q4 2017 and has held it in 3 quarters since. The position peaked at $59K in Q4 2017. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

  • Financial Gravity Companies held 1,452 shares of Exelon worth $49K as of Q4 2018.
  • Exelon was a new Financial Gravity Companies position in Q4 2018.
  • Exelon made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #333 holding.
  • Financial Gravity Companies first reported a position in Exelon in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Exelon position peaked at $59K in Q4 2017.
  • 978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.