Mid Atlantic Financial Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $304K | Sell |
8,828
-682
| -7% | -$23.5K | 0.02% | 658 |
|
|
2021
Q2 | $301K | Sell |
9,510
-150
| -2% | -$4.75K | 0.02% | 667 |
|
|
2021
Q1 | $301K | Sell |
9,660
-1,079
| -10% | -$33.6K | 0.02% | 625 |
|
|
2020
Q4 | $323K | Sell |
10,739
-227
| -2% | -$6.83K | 0.02% | 551 |
|
|
2020
Q3 | $339K | Sell |
10,966
-291
| -3% | -$9K | 0.03% | 464 |
|
|
2020
Q2 | $291K | Sell |
11,257
-1,445
| -11% | -$37.4K | 0.03% | 488 |
|
|
2020
Q1 | $334K | Sell |
12,702
-175
| -1% | -$4.6K | 0.04% | 408 |
|
|
2019
Q4 | $419K | Sell |
12,877
-1,408
| -10% | -$45.8K | 0.04% | 439 |
|
|
2019
Q3 | $492K | Sell |
14,285
-5,412
| -27% | -$186K | 0.05% | 357 |
|
|
2019
Q2 | $673K | Sell |
19,697
-350
| -2% | -$12K | 0.07% | 296 |
|
|
2019
Q1 | $717K | Buy |
20,047
+1,850
| +10% | +$66.2K | 0.08% | 278 |
|
|
2018
Q4 | $585K | Buy |
+18,197
| New | +$585K | 0.07% | 289 |
|