FormulaFolio Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 395 |
|
|
2021
Q1 | – | Sell |
-31,534
| Closed | -$950K | – | 561 |
|
|
2020
Q4 | $950K | Buy |
+31,534
| New | +$950K | 0.02% | 324 |
|
|
2020
Q2 | – | Sell |
-7,696
| Closed | -$202K | – | 297 |
|
|
2020
Q1 | $202K | Buy |
+7,696
| New | +$202K | 0.01% | 269 |
|
|
2019
Q3 | – | Sell |
-10,676
| Closed | -$365K | – | 349 |
|
|
2019
Q2 | $365K | Buy |
+10,676
| New | +$365K | 0.02% | 238 |
|
|
2018
Q2 | – | Sell |
-36,123
| Closed | -$1.01M | – | 307 |
|
|
2018
Q1 | $1.01M | Sell |
36,123
-667
| -2% | -$18.6K | 0.06% | 107 |
|
|
2017
Q4 | $1.03M | Buy |
36,790
+23,474
| +176% | +$660K | 0.07% | 98 |
|
|
2017
Q3 | $358K | Buy |
13,316
+45
| +0.3% | +$1.21K | 0.03% | 173 |
|
|
2017
Q2 | $341K | Buy |
+13,271
| New | +$341K | 0.03% | 161 |
|