First Pacific Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-15,851
| Closed | -$547K | – | 100 |
|
2021
Q3 | $547K | Buy |
15,851
+472
| +3% | +$16.3K | 0.29% | 76 |
|
2021
Q2 | $486K | Buy |
15,379
+2,326
| +18% | +$73.5K | 0.27% | 79 |
|
2021
Q1 | $407K | Buy |
13,053
+1,265
| +11% | +$39.4K | 0.25% | 80 |
|
2020
Q4 | $355K | Buy |
+11,788
| New | +$355K | 0.22% | 83 |
|