Omnia Family Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-913
| Closed | -$33K | – | 235 |
|
|
2019
Q1 | $33K | Hold |
913
| – | – | 0.02% | 186 |
|
|
2018
Q4 | $29K | Hold |
913
| – | – | 0.02% | 180 |
|
|
2018
Q3 | $28K | Hold |
913
| – | – | 0.01% | 185 |
|
|
2018
Q2 | $28K | Hold |
913
| – | – | 0.01% | 190 |
|
|
2018
Q1 | $25K | Sell |
913
-1,100
| -55% | -$30.1K | 0.01% | 191 |
|
|
2017
Q4 | $57K | Buy |
2,013
+1,100
| +120% | +$31.1K | 0.03% | 150 |
|
|
2017
Q3 | $25K | Sell |
913
-136
| -13% | -$3.72K | 0.01% | 195 |
|
|
2017
Q2 | $27K | Buy |
1,049
+422
| +67% | +$10.9K | 0.01% | 196 |
|
|
2017
Q1 | $16K | Hold |
627
| – | – | 0.01% | 231 |
|
|
2016
Q4 | $16K | Buy |
+627
| New | +$16K | 0.01% | 233 |
|