Linscomb Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,463
| Closed | -$210K | – | 400 |
|
|
2019
Q4 | $210K | Sell |
6,463
-51
| -0.8% | -$1.66K | 0.01% | 401 |
|
|
2019
Q3 | $224K | Hold |
6,514
| – | – | 0.02% | 253 |
|
|
2019
Q2 | $223K | Sell |
6,514
-1,074
| -14% | -$36.8K | 0.02% | 250 |
|
|
2019
Q1 | $271K | Buy |
7,588
+1,192
| +19% | +$42.6K | 0.02% | 226 |
|
|
2018
Q4 | $206K | Buy |
+6,396
| New | +$206K | 0.02% | 251 |
|
|
2014
Q3 | – | Sell |
-7,757
| Closed | -$202K | – | 284 |
|
|
2014
Q2 | $202K | Sell |
7,757
-980
| -11% | -$25.5K | 0.02% | 268 |
|
|
2014
Q1 | $209K | Buy |
+8,737
| New | +$209K | 0.02% | 258 |
|