Insight Folios’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,571
| Closed | -$233K | – | 119 |
|
2023
Q1 | $233K | Buy |
5,571
+49
| +0.9% | +$2.05K | 0.1% | 101 |
|
2022
Q4 | $239K | Buy |
5,522
+44
| +0.8% | +$1.9K | 0.11% | 98 |
|
2022
Q3 | $205K | Buy |
5,478
+40
| +0.7% | +$1.5K | 0.1% | 103 |
|
2022
Q2 | $246K | Sell |
5,438
-1,073
| -16% | -$48.5K | 0.12% | 100 |
|
2022
Q1 | $310K | Sell |
6,511
-2,549
| -28% | -$121K | 0.14% | 98 |
|
2021
Q4 | $373K | Buy |
9,060
+65
| +0.7% | +$2.68K | 0.17% | 78 |
|
2021
Q3 | $310K | Buy |
+8,995
| New | +$310K | 0.17% | 72 |
|