Financial Sense Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-130,794
| Closed | -$4.47M | – | 77 |
|
2019
Q2 | $4.47M | Sell |
130,794
-4,749
| -4% | -$162K | 1.97% | 15 |
|
2019
Q1 | $4.85M | Sell |
135,543
-5,544
| -4% | -$198K | 2.14% | 14 |
|
2018
Q4 | $4.54M | Buy |
141,087
+8,367
| +6% | +$269K | 2.87% | 8 |
|
2018
Q3 | $4.13M | Buy |
+132,720
| New | +$4.13M | 1.75% | 14 |
|