Kemnay Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-24,674
| Closed | -$780K | – | 97 |
|
|
2021
Q2 | $780K | Buy |
+24,674
| New | +$780K | 0.09% | 66 |
|
|
2020
Q2 | – | Sell |
-28,512
| Closed | -$749K | – | 89 |
|
|
2020
Q1 | $749K | Buy |
+28,512
| New | +$749K | 0.21% | 40 |
|
|
2019
Q2 | – | Sell |
-30,666
| Closed | -$1.1M | – | 102 |
|
|
2019
Q1 | $1.1M | Sell |
30,666
-3,139
| -9% | -$112K | 0.24% | 65 |
|
|
2018
Q4 | $1.09M | Sell |
33,805
-8,113
| -19% | -$261K | 0.41% | 84 |
|
|
2018
Q3 | $1.31M | Buy |
41,918
+16,575
| +65% | +$516K | 0.4% | 51 |
|
|
2018
Q2 | $770K | Buy |
+25,343
| New | +$770K | 0.24% | 104 |
|