Palladium Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-6,716
| Closed | -$230K | – | 257 |
|
2019
Q2 | $230K | Buy |
6,716
+561
| +9% | +$19.2K | 0.02% | 246 |
|
2019
Q1 | $220K | Buy |
+6,155
| New | +$220K | 0.02% | 249 |
|
2014
Q2 | – | Sell |
-4,638
| Closed | -$111K | – | 312 |
|
2014
Q1 | $111K | Buy |
+4,638
| New | +$111K | 0.01% | 286 |
|
2013
Q4 | – | Sell |
-6,629
| Closed | -$141K | – | 314 |
|
2013
Q3 | $141K | Sell |
6,629
-560
| -8% | -$11.9K | 0.01% | 268 |
|
2013
Q2 | $158K | Buy |
+7,189
| New | +$158K | 0.02% | 253 |
|