Lake Street Advisors Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $376K | Buy |
9,981
+1,331
| +15% | +$50.1K | 0.02% | 389 |
|
|
2024
Q3 | $351K | Sell |
8,650
-888
| -9% | -$36K | 0.02% | 411 |
|
|
2024
Q2 | $330K | Buy |
9,538
+1,055
| +12% | +$36.5K | 0.02% | 422 |
|
|
2024
Q1 | $319K | Sell |
8,483
-1,430
| -14% | -$53.7K | 0.01% | 444 |
|
|
2023
Q4 | $356K | Sell |
9,913
-725
| -7% | -$26K | 0.02% | 394 |
|
|
2023
Q3 | $402K | Buy |
+10,638
| New | +$402K | 0.02% | 215 |
|