Isthmus Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-157
| Closed | -$4K | – | 273 |
|
|
2017
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 274 |
|
|
2017
Q3 | $4K | Buy |
+157
| New | +$4K | ﹤0.01% | 288 |
|
|
2015
Q4 | – | Sell |
-561
| Closed | -$12K | – | 264 |
|
|
2015
Q3 | $12K | Hold |
561
| – | – | ﹤0.01% | 239 |
|
|
2015
Q2 | $13K | Hold |
561
| – | – | ﹤0.01% | 239 |
|
|
2015
Q1 | $13K | Hold |
561
| – | – | ﹤0.01% | 231 |
|
|
2014
Q4 | $15K | Buy |
+561
| New | +$15K | 0.01% | 235 |
|