McKinley Carter Wealth Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,170
| Closed | -$239K | – | 97 |
|
|
2014
Q2 | $239K | Sell |
9,170
-1,059
| -10% | -$27.6K | 0.25% | 75 |
|
|
2014
Q1 | $245K | Sell |
10,229
-6,438
| -39% | -$154K | 0.27% | 79 |
|
|
2013
Q4 | $326K | Sell |
16,667
-34,251
| -67% | -$670K | 0.32% | 81 |
|
|
2013
Q3 | $1.08M | Sell |
50,918
-2,093
| -4% | -$44.2K | 1.27% | 27 |
|
|
2013
Q2 | $1.17M | Buy |
+53,011
| New | +$1.17M | 1.76% | 23 |
|