Ironwood Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,312
| Closed | -$45K | – | 252 |
|
|
2021
Q3 | $45K | Hold |
1,312
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $41K | Hold |
1,312
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $41K | Hold |
1,312
| – | – | 0.01% | 186 |
|
|
2020
Q4 | $40K | Buy |
+1,312
| New | +$40K | 0.02% | 179 |
|
|
2015
Q1 | – | Sell |
-15
| Closed | – | – | 361 |
|
|
2014
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 336 |
|