Laffer Tengler Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-550
| Closed | -$19K | – | 236 |
|
|
2024
Q2 | $19K | Hold |
550
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $20.7K | Hold |
550
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $19.7K | Hold |
550
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $20.8K | Buy |
+550
| New | +$20.8K | 0.01% | 264 |
|
|
2016
Q4 | – | Sell |
-56,944
| Closed | -$1.35M | – | 243 |
|
|
2016
Q3 | $1.35M | Hold |
56,944
| – | – | 0.38% | 97 |
|
|
2016
Q2 | $1.48M | Buy |
+56,944
| New | +$1.48M | 0.42% | 87 |
|