KFP
Keystone Financial Planning’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-8,821
| Closed | -$296K | – | 44 |
|
|
2015
Q1 | $296K | Hold |
8,821
| – | – | 0.23% | 40 |
|
|
2014
Q4 | $327K | Sell |
8,821
-732
| -8% | -$27.1K | 0.24% | 42 |
|
|
2014
Q3 | $326K | Sell |
9,553
-196
| -2% | -$6.69K | 0.25% | 41 |
|
|
2014
Q2 | $356K | Hold |
9,749
| – | – | 0.27% | 42 |
|
|
2014
Q1 | $327K | Hold |
9,749
| – | – | 0.25% | 47 |
|
|
2013
Q4 | $267K | Buy |
+9,749
| New | +$267K | 0.21% | 51 |
|