Hollow Brook Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-40,284
| Closed | -$1.51M | – | 82 |
|
2022
Q3 | $1.51M | Buy |
40,284
+687
| +2% | +$25.7K | 0.86% | 30 |
|
2022
Q2 | $1.8M | Buy |
39,597
+6,291
| +19% | +$285K | 0.99% | 26 |
|
2022
Q1 | $1.59M | Sell |
33,306
-12,199
| -27% | -$581K | 0.71% | 37 |
|
2021
Q4 | $1.88M | Buy |
45,505
+20,087
| +79% | +$828K | 0.96% | 27 |
|
2021
Q3 | $876K | Buy |
25,418
+161
| +0.6% | +$5.55K | 0.54% | 42 |
|
2021
Q2 | $798K | Buy |
+25,257
| New | +$798K | 0.5% | 38 |
|