Lehman Financial Resources’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $754K | Sell |
24,228
-350
| -1% | -$10.9K | 0.35% | 39 |
|
|
2018
Q2 | $746K | Hold |
24,578
| – | – | 0.38% | 39 |
|
|
2018
Q1 | $683K | Buy |
24,578
+9,870
| +67% | +$274K | 0.35% | 42 |
|
|
2017
Q4 | $413K | Sell |
14,708
-17,532
| -54% | -$492K | 0.21% | 53 |
|
|
2017
Q3 | $866K | Sell |
32,240
-1,097
| -3% | -$29.5K | 0.44% | 38 |
|
|
2017
Q2 | $852K | Buy |
33,337
+2,266
| +7% | +$57.9K | 0.48% | 35 |
|
|
2017
Q1 | $797K | Hold |
31,071
| – | – | 0.44% | 35 |
|
|
2016
Q4 | $786K | Hold |
31,071
| – | – | 0.45% | 33 |
|
|
2016
Q3 | $737K | Sell |
31,071
-72,711
| -70% | -$1.72M | 0.43% | 34 |
|
|
2016
Q2 | $2.69M | Sell |
103,782
-8,131
| -7% | -$211K | 1.35% | 22 |
|
|
2016
Q1 | $2.86M | Sell |
111,913
-5,695
| -5% | -$146K | 1.53% | 20 |
|
|
2015
Q4 | $2.33M | Sell |
117,608
-443
| -0.4% | -$8.77K | 1.26% | 25 |
|
|
2015
Q3 | $2.5M | Sell |
118,051
-3,505
| -3% | -$74.2K | 1.27% | 20 |
|
|
2015
Q2 | $2.72M | Sell |
121,556
-1,683
| -1% | -$37.7K | 1.32% | 21 |
|
|
2015
Q1 | $2.95M | Buy |
123,239
+18,058
| +17% | +$433K | 1.36% | 21 |
|
|
2014
Q4 | $2.78M | Sell |
105,181
-491
| -0.5% | -$13K | 1.37% | 24 |
|
|
2014
Q3 | $2.57M | Sell |
105,672
-3,154
| -3% | -$76.7K | 1.34% | 23 |
|
|
2014
Q2 | $2.83M | Sell |
108,826
-140
| -0.1% | -$3.64K | 1.35% | 22 |
|
|
2014
Q1 | $2.61M | Buy |
108,966
+2,389
| +2% | +$57.2K | 1.35% | 23 |
|
|
2013
Q4 | $2.08M | Sell |
106,577
-11,076
| -9% | -$216K | 1.29% | 27 |
|
|
2013
Q3 | $2.49M | Buy |
117,653
+101,645
| +635% | +$2.15M | 1.59% | 23 |
|
|
2013
Q2 | $353K | Buy |
+16,008
| New | +$353K | 0.24% | 41 |
|