JOYN Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,671
| Closed | -$150K | – | 520 |
|
|
2018
Q4 | $150K | Buy |
4,671
+831
| +22% | +$26.7K | 0.03% | 144 |
|
|
2018
Q3 | $120K | Sell |
3,840
-3
| -0.1% | -$94 | 0.02% | 195 |
|
|
2018
Q2 | $117K | Sell |
3,843
-2,125
| -36% | -$64.7K | 0.03% | 193 |
|
|
2018
Q1 | $166K | Buy |
+5,968
| New | +$166K | 0.04% | 152 |
|