Partnervest Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,124
| Closed | -$186K | – | 357 |
|
|
2014
Q2 | $186K | Sell |
7,124
-81
| -1% | -$2.12K | 0.08% | 160 |
|
|
2014
Q1 | $173K | Buy |
7,205
+6,504
| +928% | +$156K | 0.08% | 158 |
|
|
2013
Q4 | $14K | Sell |
701
-1,402
| -67% | -$28K | 0.01% | 561 |
|
|
2013
Q3 | $44K | Hold |
2,103
| – | – | 0.02% | 303 |
|
|
2013
Q2 | $46K | Buy |
+2,103
| New | +$46K | 0.02% | 253 |
|