Parasol Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,103
| Closed | -$50K | – | 162 |
|
|
2016
Q3 | $50K | Hold |
2,103
| – | – | 0.05% | 95 |
|
|
2016
Q2 | $55K | Hold |
2,103
| – | – | 0.06% | 89 |
|
|
2016
Q1 | $54K | Hold |
2,103
| – | – | 0.05% | 85 |
|
|
2015
Q4 | $42K | Hold |
2,103
| – | – | 0.04% | 90 |
|
|
2015
Q3 | $45K | Hold |
2,103
| – | – | 0.04% | 91 |
|
|
2015
Q2 | $47K | Hold |
2,103
| – | – | 0.03% | 112 |
|
|
2015
Q1 | $50K | Hold |
2,103
| – | – | 0.03% | 104 |
|
|
2014
Q4 | $56K | Hold |
2,103
| – | – | 0.04% | 107 |
|
|
2014
Q3 | $51K | Hold |
2,103
| – | – | 0.04% | 107 |
|
|
2014
Q2 | $55K | Hold |
2,103
| – | – | 0.04% | 105 |
|
|
2014
Q1 | $50K | Buy |
+2,103
| New | +$50K | 0.04% | 88 |
|