Heritage Wealth Management (Arizona)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.3K | Buy |
378
+268
| +244% | +$11.6K | ﹤0.01% | 704 |
|
|
2022
Q3 | $4K | Buy |
110
+101
| +1,122% | +$3.67K | ﹤0.01% | 781 |
|
|
2022
Q2 | $408 | Hold |
9
| – | – | ﹤0.01% | 952 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 982 |
|
|
2021
Q3 | $0 | Sell |
13
-47
| -78% | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 696 |
|