Fort Pitt Capital Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,515
| Closed | -$238K | – | 142 |
|
|
2021
Q2 | $238K | Buy |
+7,515
| New | +$238K | 0.01% | 164 |
|
|
2021
Q1 | – | Sell |
-750
| Closed | -$23K | – | 192 |
|
|
2020
Q4 | $23K | Buy |
+750
| New | +$23K | ﹤0.01% | 236 |
|
|
2020
Q1 | – | Sell |
-6,406
| Closed | -$208K | – | 177 |
|
|
2019
Q4 | $208K | Sell |
6,406
-1,748
| -21% | -$56.8K | 0.01% | 158 |
|
|
2019
Q3 | $281K | Sell |
8,154
-310
| -4% | -$10.7K | 0.02% | 129 |
|
|
2019
Q2 | $289K | Sell |
8,464
-1,402
| -14% | -$47.9K | 0.02% | 108 |
|
|
2019
Q1 | $353K | Sell |
9,866
-3,074
| -24% | -$110K | 0.03% | 102 |
|
|
2018
Q4 | $416K | Buy |
12,940
+5,598
| +76% | +$180K | 0.03% | 113 |
|
|
2018
Q3 | $229K | Hold |
7,342
| – | – | 0.02% | 122 |
|
|
2018
Q2 | $223K | Hold |
7,342
| – | – | 0.02% | 123 |
|
|
2018
Q1 | $204K | Sell |
7,342
-3,493
| -32% | -$97.1K | 0.02% | 129 |
|
|
2017
Q4 | $305K | Buy |
+10,835
| New | +$305K | 0.02% | 100 |
|