Freedman Financial Associates’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,614
| Closed | -$171K | – | 139 |
|
|
2022
Q1 | $171K | Sell |
3,614
-1,453
| -29% | -$68.8K | 0.12% | 86 |
|
|
2021
Q4 | $209K | Hold |
5,067
| – | – | 0.14% | 76 |
|
|
2021
Q3 | $175K | Hold |
5,067
| – | – | 0.13% | 75 |
|
|
2021
Q2 | $160K | Sell |
5,067
-841
| -14% | -$26.6K | 0.12% | 75 |
|
|
2021
Q1 | $184K | Hold |
5,908
| – | – | 0.15% | 63 |
|
|
2020
Q4 | $178K | Buy |
+5,908
| New | +$178K | 0.16% | 62 |
|