Huber Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $438K | Sell |
16,671
-145
| -0.9% | -$3.81K | 0.16% | 67 |
|
|
2019
Q4 | $547K | Buy |
16,816
+93
| +0.6% | +$3.03K | 0.19% | 65 |
|
|
2019
Q3 | $576K | Buy |
16,723
+85
| +0.5% | +$2.93K | 0.22% | 54 |
|
|
2019
Q2 | $569K | Buy |
16,638
+83
| +0.5% | +$2.84K | 0.25% | 52 |
|
|
2019
Q1 | $592K | Sell |
16,555
-162
| -1% | -$5.79K | 0.29% | 52 |
|
|
2018
Q4 | $538K | Buy |
16,717
+1,898
| +13% | +$61.1K | 0.29% | 48 |
|
|
2018
Q3 | $461K | Buy |
14,819
+64
| +0.4% | +$1.99K | 0.35% | 52 |
|
|
2018
Q2 | $448K | Buy |
14,755
+70
| +0.5% | +$2.13K | 0.41% | 45 |
|
|
2018
Q1 | $409K | Buy |
14,685
+777
| +6% | +$21.6K | 0.4% | 49 |
|
|
2017
Q4 | $391K | Buy |
+13,908
| New | +$391K | 0.43% | 45 |
|