Lodestar Investment Counsel’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-9,897
| Closed | -$237K | – | 117 |
|
|
2014
Q1 | $237K | Sell |
9,897
-1,121
| -10% | -$26.8K | 0.07% | 108 |
|
|
2013
Q4 | $215K | Sell |
11,018
-39,102
| -78% | -$763K | 0.07% | 91 |
|
|
2013
Q3 | $1.06M | Sell |
50,120
-35,166
| -41% | -$744K | 0.38% | 47 |
|
|
2013
Q2 | $1.88M | Buy |
+85,286
| New | +$1.88M | 0.72% | 39 |
|