Hoover Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $128K | Buy |
4,060
+3
| +0.1% | +$95 | 0.02% | 177 |
|
|
2021
Q1 | $129K | Buy |
4,057
+2
| +0% | +$64 | 0.02% | 168 |
|
|
2020
Q4 | $123K | Buy |
+4,055
| New | +$123K | 0.03% | 153 |
|
|
2020
Q3 | – | Sell |
-4,681
| Closed | -$121K | – | 287 |
|
|
2020
Q2 | $121K | Buy |
+4,681
| New | +$121K | 0.05% | 123 |
|
|
2019
Q4 | – | Sell |
-6,127
| Closed | -$211K | – | 91 |
|
|
2019
Q3 | $211K | Sell |
6,127
-130
| -2% | -$4.48K | 0.19% | 53 |
|
|
2019
Q2 | $214K | Buy |
6,257
+343
| +6% | +$11.7K | 0.2% | 55 |
|
|
2019
Q1 | $211K | Buy |
+5,914
| New | +$211K | 0.2% | 56 |
|