Moneta Group Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-485
| Closed | -$15K | – | 276 |
|
|
2018
Q2 | $15K | Sell |
485
-9,954
| -95% | -$308K | ﹤0.01% | 373 |
|
|
2018
Q1 | $15K | Buy |
10,439
+10,159
| +3,628% | +$14.6K | ﹤0.01% | 423 |
|
|
2017
Q4 | $8K | Buy |
+280
| New | +$8K | ﹤0.01% | 348 |
|
|
2015
Q4 | – | Sell |
-1,549
| Closed | -$33K | – | 230 |
|
|
2015
Q3 | $33K | Buy |
+1,549
| New | +$33K | 0.01% | 270 |
|