Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-398
Closed -$12K 168
2021
Q1
$12K Hold
398
﹤0.01% 226
2020
Q4
$12K Hold
398
﹤0.01% 220
2020
Q3
$10K Hold
398
﹤0.01% 226
2020
Q2
$10K Buy
+398
New +$10.6K ﹤0.01% 222
2019
Q1
Sell
-196
Closed -$6K 365
2018
Q4
$6K Buy
+196
New +$6.27K ﹤0.01% 297

Other funds holding EXC

Human Investing's EXC Position: Q2 2021 in Review

Human Investing sold out of Exelon (EXC) in Q2 2021, closing a stake of 398 shares — an estimated $12K sold.

Human Investing first reported a position in EXC in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

  • Human Investing reported no remaining Exelon position as of Q2 2021 after selling out during the quarter.
  • Human Investing sold 398 Exelon shares in Q2 2021, an estimated $12K.
  • Human Investing first reported a position in Exelon in Q4 2018 and held it in 5 quarters.
  • Human Investing's Exelon position peaked at $12K in Q1 2021.
  • 918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.