Kanaly Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $38K | Buy |
1,509
+61
| +4% | +$1.54K | 0.01% | 316 |
|
|
2016
Q3 | $34K | Sell |
1,448
-40
| -3% | -$939 | 0.01% | 331 |
|
|
2016
Q2 | $39K | Buy |
1,488
+61
| +4% | +$1.6K | 0.01% | 318 |
|
|
2016
Q1 | $37K | Buy |
1,427
+555
| +64% | +$14.4K | 0.01% | 322 |
|
|
2015
Q4 | $17K | Sell |
872
-461
| -35% | -$8.99K | ﹤0.01% | 460 |
|
|
2015
Q3 | $28K | Sell |
1,333
-37
| -3% | -$777 | 0.01% | 381 |
|
|
2015
Q2 | $31K | Buy |
1,370
+443
| +48% | +$10K | 0.01% | 382 |
|
|
2015
Q1 | $22K | Buy |
927
+306
| +49% | +$7.26K | ﹤0.01% | 370 |
|
|
2014
Q4 | $16K | Buy |
621
+71
| +13% | +$1.83K | ﹤0.01% | 396 |
|
|
2014
Q3 | $13K | Hold |
550
| – | – | ﹤0.01% | 421 |
|
|
2014
Q2 | $14K | Buy |
550
+58
| +12% | +$1.48K | ﹤0.01% | 432 |
|
|
2014
Q1 | $12K | Buy |
492
+248
| +102% | +$6.05K | ﹤0.01% | 464 |
|
|
2013
Q4 | $5K | Buy |
+244
| New | +$5K | ﹤0.01% | 508 |
|