Mariner Independent Advisor Network’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,951
| Closed | -$610K | – | 197 |
|
|
2018
Q1 | $610K | Buy |
+21,951
| New | +$610K | 0.04% | 273 |
|
|
2015
Q1 | – | Sell |
-11,142
| Closed | -$295K | – | 104 |
|
|
2014
Q4 | $295K | Buy |
11,142
+2,276
| +26% | +$60.2K | 0.14% | 122 |
|
|
2014
Q3 | $216K | Buy |
8,866
+183
| +2% | +$4.45K | 0.11% | 123 |
|
|
2014
Q2 | $226K | Buy |
+8,683
| New | +$226K | 0.11% | 120 |
|