Integrated Investment Consultants’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,182
| Closed | -$234K | – | 158 |
|
|
2019
Q4 | $234K | Buy |
7,182
+74
| +1% | +$2.41K | 0.1% | 144 |
|
|
2019
Q3 | $245K | Hold |
7,108
| – | – | 0.13% | 123 |
|
|
2019
Q2 | $243K | Hold |
7,108
| – | – | 0.12% | 121 |
|
|
2019
Q1 | $254K | Hold |
7,108
| – | – | 0.14% | 114 |
|
|
2018
Q4 | $229K | Hold |
7,108
| – | – | 0.12% | 124 |
|
|
2018
Q3 | $221K | Hold |
7,108
| – | – | 0.11% | 153 |
|
|
2018
Q2 | $216K | Hold |
7,108
| – | – | 0.11% | 143 |
|
|
2018
Q1 | $198K | Buy |
+7,108
| New | +$198K | 0.08% | 186 |
|
|
2017
Q3 | $176K | Hold |
6,547
| – | – | 0.08% | 177 |
|
|
2017
Q2 | $168K | Hold |
6,547
| – | – | 0.08% | 180 |
|
|
2017
Q1 | $168K | Sell |
6,547
-631
| -9% | -$16.2K | 0.08% | 177 |
|
|
2016
Q4 | $182K | Hold |
7,178
| – | – | 0.09% | 156 |
|
|
2016
Q3 | $168K | Sell |
7,178
-175
| -2% | -$4.1K | 0.09% | 158 |
|
|
2016
Q2 | $191K | Hold |
7,353
| – | – | 0.11% | 134 |
|
|
2016
Q1 | $182K | Buy |
+7,353
| New | +$182K | 0.1% | 130 |
|