GG
EXC icon

Gofen & Glossberg’s Exelon EXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$556K Sell
12,871
-206
-2% -$8.9K 0.01% 326
2022
Q3
$490K Buy
13,077
+25
+0.2% +$937 0.01% 320
2022
Q2
$592K Sell
13,052
-28
-0.2% -$1.27K 0.02% 287
2022
Q1
$623K Sell
13,080
-176
-1% -$8.38K 0.01% 304
2021
Q4
$766K Buy
13,256
+198
+2% +$11.4K 0.02% 276
2021
Q3
$631K Buy
13,058
+532
+4% +$25.7K 0.01% 301
2021
Q2
$555K Buy
12,526
+4,936
+65% +$219K 0.01% 321
2021
Q1
$332K Buy
7,590
+424
+6% +$18.5K 0.01% 394
2020
Q4
$303K Buy
7,166
+1
+0% +$42 0.01% 395
2020
Q3
$256K Buy
7,165
+8
+0.1% +$286 0.01% 394
2020
Q2
$260K Buy
+7,157
New +$260K 0.01% 375
2019
Q1
Sell
-4,788
Closed -$216K 448
2018
Q4
$216K Buy
+4,788
New +$216K 0.01% 382
2017
Q2
Sell
-5,969
Closed -$215K 470
2017
Q1
$215K Buy
+5,969
New +$215K 0.01% 426
2015
Q3
Sell
-6,425
Closed -$202K 454
2015
Q2
$202K Hold
6,425
0.01% 428
2015
Q1
$216K Sell
6,425
-300
-4% -$10.1K 0.01% 427
2014
Q4
$249K Hold
6,725
0.01% 390
2014
Q3
$229K Hold
6,725
0.01% 400
2014
Q2
$245K Sell
6,725
-3,170
-32% -$115K 0.01% 388
2014
Q1
$301K Buy
9,895
+3,145
+47% +$95.7K 0.01% 336
2013
Q4
$185K Sell
6,750
-3,020
-31% -$82.8K 0.01% 423
2013
Q3
$290K Sell
9,770
-1,515
-13% -$45K 0.01% 328
2013
Q2
$348K Buy
+11,285
New +$348K 0.02% 286