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 |
|