Lloyd Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-59,115
| Closed | -$2.22M | – | 125 |
|
|
2024
Q1 | $2.22M | Buy |
59,115
+50,003
| +549% | +$1.88M | 0.47% | 26 |
|
|
2023
Q4 | $327K | Buy |
+9,112
| New | +$327K | 0.16% | 78 |
|
|
2022
Q2 | – | Sell |
-1,566
| Closed | -$75K | – | 223 |
|
|
2022
Q1 | $75K | Buy |
1,566
+995
| +174% | +$47.7K | 0.03% | 187 |
|
|
2021
Q4 | $24K | Buy |
571
+44
| +8% | +$1.85K | 0.01% | 276 |
|
|
2021
Q3 | $18K | Buy |
527
+276
| +110% | +$9.43K | 0.01% | 257 |
|
|
2021
Q2 | $8K | Buy |
251
+121
| +93% | +$3.86K | ﹤0.01% | 290 |
|
|
2021
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 302 |
|
|
2020
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 267 |
|