Liberty Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22
| Closed | – | – | 1095 |
|
|
2021
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 983 |
|
|
2020
Q1 | – | Sell |
-144
| Closed | -$5K | – | 914 |
|
|
2019
Q4 | $5K | Buy |
144
+1
| +0.7% | +$35 | ﹤0.01% | 664 |
|
|
2019
Q3 | $5K | Sell |
143
-419
| -75% | -$14.7K | ﹤0.01% | 629 |
|
|
2019
Q2 | $19K | Buy |
562
+422
| +301% | +$14.3K | 0.02% | 417 |
|
|
2019
Q1 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 538 |
|