Maltin Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,896
| Closed | -$233K | – | 117 |
|
|
2022
Q1 | $233K | Sell |
4,896
-17,951
| -79% | -$854K | 0.15% | 101 |
|
|
2021
Q4 | $941K | Buy |
22,847
+374
| +2% | +$15.4K | 0.57% | 53 |
|
|
2021
Q3 | $775K | Sell |
22,473
-3,428
| -13% | -$118K | 0.48% | 52 |
|
|
2021
Q2 | $819K | Sell |
25,901
-922
| -3% | -$29.2K | 0.5% | 54 |
|
|
2021
Q1 | $837K | Buy |
+26,823
| New | +$837K | 0.54% | 49 |
|