KMS Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.01M | Sell |
82,453
-688
| -0.8% | -$16.7K | 0.28% | 87 |
|
|
2014
Q2 | $2.16M | Sell |
83,141
-680
| -0.8% | -$17.7K | 0.31% | 75 |
|
|
2014
Q1 | $2.01M | Sell |
83,821
-8,232
| -9% | -$197K | 0.32% | 76 |
|
|
2013
Q4 | $1.8M | Buy |
92,053
+22,081
| +32% | +$431K | 0.3% | 75 |
|
|
2013
Q3 | $1.48M | Buy |
69,972
+290
| +0.4% | +$6.13K | 0.36% | 61 |
|
|
2013
Q2 | $1.53M | Buy |
+69,682
| New | +$1.53M | 0.43% | 52 |
|