Guardian Investor Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $200K | Hold |
8,336
| – | – | 0.16% | 160 |
|
|
2014
Q4 | $220K | Sell |
8,336
-201
| -2% | -$5.31K | 0.17% | 142 |
|
|
2014
Q3 | $208K | Sell |
8,537
-405
| -5% | -$9.87K | 0.17% | 146 |
|
|
2014
Q2 | $233K | Sell |
8,942
-322
| -3% | -$8.39K | 0.18% | 143 |
|
|
2014
Q1 | $222K | Sell |
9,264
-350
| -4% | -$8.39K | 0.17% | 148 |
|
|
2013
Q4 | $188K | Hold |
9,614
| – | – | 0.14% | 173 |
|
|
2013
Q3 | $203K | Sell |
9,614
-124
| -1% | -$2.62K | 0.17% | 139 |
|
|
2013
Q2 | $214K | Buy |
+9,738
| New | +$214K | 0.18% | 128 |
|