Johnson Midwest Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $30.7K | Hold |
812
| – | – | 0.07% | 113 |
|
|
2023
Q2 | $33.1K | Hold |
812
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $34K | Hold |
812
| – | – | 0.05% | 112 |
|
|
2022
Q4 | $35K | Hold |
812
| – | – | 0.13% | 105 |
|
|
2022
Q3 | $30 | Hold |
812
| – | – | 0.11% | 107 |
|
|
2022
Q2 | $37K | Hold |
812
| – | – | 0.05% | 97 |
|
|
2022
Q1 | $39K | Sell |
812
-326
| -29% | -$15.7K | 0.06% | 90 |
|
|
2021
Q4 | $47K | Hold |
1,138
| – | – | 0.04% | 94 |
|
|
2021
Q3 | $39K | Hold |
1,138
| – | – | 0.03% | 105 |
|
|
2021
Q2 | $36K | Hold |
1,138
| – | – | 0.04% | 105 |
|
|
2021
Q1 | $36K | Hold |
1,138
| – | – | 0.04% | 103 |
|
|
2020
Q4 | $34K | Buy |
+1,138
| New | +$34K | 0.03% | 105 |
|