Lenox Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Sell |
37
-35
| -49% | -$1.89K | ﹤0.01% | 641 |
|
|
2021
Q4 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 665 |
|
|
2020
Q2 | – | Sell |
-252
| Closed | -$7K | – | 654 |
|
|
2020
Q1 | $7K | Sell |
252
-19
| -7% | -$528 | ﹤0.01% | 382 |
|
|
2019
Q4 | $9K | Buy |
+271
| New | +$9K | ﹤0.01% | 420 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | – | – | 407 |
|
|
2017
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 254 |
|
|
2014
Q4 | – | Sell |
-329
| Closed | -$8K | – | 329 |
|
|
2014
Q3 | $8K | Hold |
329
| – | – | ﹤0.01% | 189 |
|
|
2014
Q2 | $8K | Hold |
329
| – | – | ﹤0.01% | 150 |
|
|
2014
Q1 | $8K | Hold |
329
| – | – | ﹤0.01% | 140 |
|
|
2013
Q4 | $6K | Hold |
329
| – | – | ﹤0.01% | 218 |
|
|
2013
Q3 | $7K | Hold |
329
| – | – | 0.01% | 125 |
|
|
2013
Q2 | $7K | Buy |
+329
| New | +$7K | 0.01% | 143 |
|