Patton Albertson Miller Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,712
| Closed | -$230K | – | 144 |
|
|
2014
Q4 | $230K | Sell |
8,712
-2,616
| -23% | -$69.1K | 0.11% | 144 |
|
|
2014
Q3 | $272K | Sell |
11,328
-7,222
| -39% | -$173K | 0.14% | 139 |
|
|
2014
Q2 | $480K | Sell |
18,550
-8,748
| -32% | -$226K | 0.24% | 117 |
|
|
2014
Q1 | $653K | Sell |
27,298
-9,949
| -27% | -$238K | 0.35% | 78 |
|
|
2013
Q4 | $728K | Sell |
37,247
-19,827
| -35% | -$388K | 0.43% | 68 |
|
|
2013
Q3 | $1.21M | Sell |
57,074
-1,542
| -3% | -$32.6K | 0.72% | 54 |
|
|
2013
Q2 | $1.29M | Buy |
+58,616
| New | +$1.29M | 0.78% | 47 |
|