Icon Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-931
| Closed | -$33K | – | 353 |
|
|
2019
Q1 | $33K | Buy |
+931
| New | +$33K | 0.01% | 444 |
|
|
2018
Q3 | – | Sell |
-1,352
| Closed | -$41K | – | 406 |
|
|
2018
Q2 | $41K | Buy |
+1,352
| New | +$41K | 0.02% | 428 |
|
|
2018
Q1 | – | Sell |
-2,275
| Closed | -$64K | – | 408 |
|
|
2017
Q4 | $64K | Buy |
+2,275
| New | +$64K | 0.03% | 353 |
|