Investors Capital Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $686K | Buy |
26,519
+34
| +0.1% | +$880 | 0.13% | 210 |
|
|
2016
Q1 | $676K | Sell |
26,485
-107
| -0.4% | -$2.73K | 0.13% | 207 |
|
|
2015
Q4 | $526K | Buy |
26,592
+4,823
| +22% | +$95.4K | 0.1% | 274 |
|
|
2015
Q3 | $461K | Buy |
21,769
+443
| +2% | +$9.38K | 0.09% | 304 |
|
|
2015
Q2 | $477K | Buy |
21,326
+196
| +0.9% | +$4.38K | 0.09% | 330 |
|
|
2015
Q1 | $506K | Sell |
21,130
-1,442
| -6% | -$34.5K | 0.09% | 301 |
|
|
2014
Q4 | $597K | Buy |
22,572
+943
| +4% | +$24.9K | 0.11% | 252 |
|
|
2014
Q3 | $525K | Buy |
21,629
+5,695
| +36% | +$138K | 0.1% | 287 |
|
|
2014
Q2 | $414K | Sell |
15,934
-1,274
| -7% | -$33.1K | 0.07% | 394 |
|
|
2014
Q1 | $411K | Buy |
17,208
+936
| +6% | +$22.4K | 0.09% | 322 |
|
|
2013
Q4 | $317K | Buy |
16,272
+5,247
| +48% | +$102K | 0.07% | 367 |
|
|
2013
Q3 | $233K | Buy |
11,025
+863
| +8% | +$18.2K | 0.06% | 419 |
|
|
2013
Q2 | $223K | Buy |
+10,162
| New | +$223K | 0.07% | 388 |
|