Keystone Financial Group (Kentucky)’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 |
-6,294
| Closed | -$202K | – | 221 |
|
|
2018
Q4 | $202K | Sell |
6,294
-1,563
| -20% | -$50.2K | 0.09% | 170 |
|
|
2018
Q3 | $243K | Sell |
7,857
-427
| -5% | -$13.2K | 0.1% | 167 |
|
|
2018
Q2 | $253K | Buy |
8,284
+2
| +0% | +$61 | 0.14% | 133 |
|
|
2018
Q1 | $226K | Hold |
8,282
| – | – | 0.13% | 138 |
|
|
2017
Q4 | $228K | Buy |
+8,282
| New | +$228K | 0.14% | 112 |
|