Genovese Burford & Brothers Wealth & Retirement Plan Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,594
| Closed | -$79K | – | 174 |
|
|
2018
Q2 | $79K | Hold |
2,594
| – | – | 0.03% | 131 |
|
|
2018
Q1 | $72K | Hold |
2,594
| – | – | 0.03% | 141 |
|
|
2017
Q4 | $72K | Buy |
+2,594
| New | +$72K | 0.19% | 81 |
|
|
2017
Q1 | – | Sell |
-149
| Closed | -$4K | – | 456 |
|
|
2016
Q4 | $4K | Hold |
149
| – | – | ﹤0.01% | 403 |
|
|
2016
Q3 | $3K | Hold |
149
| – | – | ﹤0.01% | 370 |
|
|
2016
Q2 | $3K | Buy |
+149
| New | +$3K | ﹤0.01% | 346 |
|