Meridian Financial Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,789
| Closed | -$248K | – | 88 |
|
|
2023
Q1 | $248K | Sell |
5,789
-302
| -5% | -$12.9K | 0.28% | 41 |
|
|
2022
Q4 | $256K | Sell |
6,091
-165
| -3% | -$6.94K | 0.29% | 44 |
|
|
2022
Q3 | $229K | Sell |
6,256
-1,302
| -17% | -$47.7K | 0.32% | 42 |
|
|
2022
Q2 | $336K | Sell |
7,558
-260
| -3% | -$11.6K | 0.23% | 68 |
|
|
2022
Q1 | $372K | Sell |
7,818
-3,447
| -31% | -$164K | 0.56% | 32 |
|
|
2021
Q4 | $454K | Sell |
11,265
-7,030
| -38% | -$283K | 0.31% | 59 |
|
|
2021
Q3 | $630K | Sell |
18,295
-3,587
| -16% | -$124K | 0.42% | 51 |
|
|
2021
Q2 | $719K | Buy |
21,882
+999
| +5% | +$32.8K | 0.49% | 42 |
|
|
2021
Q1 | $682K | Buy |
20,883
+1,814
| +10% | +$59.2K | 0.51% | 42 |
|
|
2020
Q4 | $586K | Sell |
19,069
-573
| -3% | -$17.6K | 0.45% | 46 |
|
|
2020
Q3 | $584K | Buy |
19,642
+3,391
| +21% | +$101K | 0.49% | 39 |
|
|
2020
Q2 | $439K | Buy |
16,251
+1,909
| +13% | +$51.6K | 0.4% | 46 |
|
|
2020
Q1 | $393K | Buy |
14,342
+957
| +7% | +$26.2K | 0.42% | 46 |
|
|
2019
Q4 | $439K | Sell |
13,385
-1,593
| -11% | -$52.2K | 0.44% | 41 |
|
|
2019
Q3 | $509K | Buy |
14,978
+1,273
| +9% | +$43.3K | 0.57% | 35 |
|
|
2019
Q2 | $481K | Buy |
13,705
+835
| +6% | +$29.3K | 0.54% | 34 |
|
|
2019
Q1 | $449K | Buy |
+12,870
| New | +$449K | 0.51% | 35 |
|