Hall Private Wealth Advisors’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 |
-10,125
| Closed | -$482K | – | 42 |
|
|
2022
Q1 | $482K | Sell |
10,125
-14,514
| -59% | -$691K | 0.26% | 35 |
|
|
2021
Q4 | $1.02M | Sell |
24,639
-42,838
| -63% | -$1.76M | 0.63% | 28 |
|
|
2021
Q3 | $2.33M | Sell |
67,477
-44,603
| -40% | -$1.54M | 1.48% | 22 |
|
|
2021
Q2 | $3.54M | Buy |
+112,080
| New | +$3.54M | 2.31% | 17 |
|
|
2020
Q4 | $2.13M | Buy |
+70,686
| New | +$2.13M | 1.75% | 16 |
|