Lubar & Co’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 |
-5,499
| Closed | -$132K | – | 19 |
|
|
2014
Q1 | $132K | Sell |
5,499
-7,513
| -58% | -$180K | 0.11% | 32 |
|
|
2013
Q4 | $254K | Buy |
13,012
+139
| +1% | +$2.71K | 0.2% | 36 |
|
|
2013
Q3 | $272K | Buy |
12,873
+5,151
| +67% | +$109K | 0.25% | 35 |
|
|
2013
Q2 | $170K | Buy |
+7,722
| New | +$170K | 0.18% | 33 |
|