Means Investment Company’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,316
Closed -$214K 143
2019
Q4
$214K Sell
6,316
-74
-1% -$2.51K 0.07% 135
2019
Q3
$203K Buy
6,390
+11
+0.2% +$349 0.08% 131
2019
Q2
$223K Sell
6,379
-251
-4% -$8.78K 0.09% 127
2019
Q1
$237K Sell
6,630
-42
-0.6% -$1.5K 0.1% 124
2018
Q4
$215K Buy
+6,672
New +$215K 0.12% 120