Lee Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,294
| Closed | -$46.5K | – | 388 |
|
|
2023
Q4 | $46.5K | Hold |
1,294
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $48.9K | Hold |
1,294
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $52.7K | Hold |
1,294
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $54.2K | Sell |
1,294
-10
| -0.8% | -$419 | 0.01% | 226 |
|
|
2022
Q4 | $56.4K | Buy |
1,304
+94
| +8% | +$4.06K | 0.01% | 245 |
|
|
2022
Q3 | $45K | Sell |
1,210
-100
| -8% | -$3.72K | 0.01% | 257 |
|
|
2022
Q2 | $60K | Buy |
1,310
+110
| +9% | +$5.04K | 0.01% | 229 |
|
|
2022
Q1 | $57K | Sell |
1,200
-482
| -29% | -$22.9K | 0.01% | 231 |
|
|
2021
Q4 | $69K | Sell |
1,682
-281
| -14% | -$11.5K | 0.01% | 221 |
|
|
2021
Q3 | $68K | Buy |
1,963
+281
| +17% | +$9.73K | 0.01% | 204 |
|
|
2021
Q2 | $53K | Hold |
1,682
| – | – | 0.01% | 222 |
|
|
2021
Q1 | $52K | Buy |
1,682
+981
| +140% | +$30.3K | 0.01% | 228 |
|
|
2020
Q4 | $21K | Hold |
701
| – | – | 0.01% | 278 |
|
|
2020
Q3 | $18K | Hold |
701
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $18K | Buy |
+701
| New | +$18K | 0.01% | 288 |
|
|
2018
Q3 | – | Sell |
-3,505
| Closed | -$107K | – | 542 |
|
|
2018
Q2 | $107K | Hold |
3,505
| – | – | 0.03% | 203 |
|
|
2018
Q1 | $98K | Buy |
+3,505
| New | +$98K | 0.02% | 208 |
|