John G. Ullman & Associates’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $427K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $312K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $282K | Sell |
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|
2018
Q3 | $4.12M | Buy |
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|
2018
Q2 | $3.98M | Sell |
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|
2018
Q1 | $3.7M | Sell |
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|
2017
Q4 | $3.75M | Sell |
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|
2017
Q3 | $5.91M | Sell |
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|
2017
Q2 | $5.71M | Sell |
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|
2017
Q1 | $5.79M | Sell |
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|
2016
Q4 | $5.82M | Sell |
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|
2016
Q3 | $5.6M | Sell |
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|
2016
Q2 | $6.24M | Sell |
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|
2016
Q1 | $6.33M | Sell |
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|
2015
Q4 | $5.08M | Buy |
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|
2015
Q3 | $5.02M | Buy |
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|
2015
Q2 | $3.91M | Sell |
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|
2015
Q1 | $4.35M | Sell |
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|
2014
Q4 | $5.04M | Sell |
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|
2014
Q3 | $4.79M | Buy |
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|
2014
Q2 | $2.65M | Sell |
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|
2014
Q1 | $7.11M | Sell |
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|
2013
Q4 | $6.2M | Sell |
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|
2013
Q3 | $7.03M | Buy |
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|
2013
Q2 | $6.92M | Buy |
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