Personal Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$8K | – | 187 |
|
|
2021
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 287 |
|
|
2020
Q1 | – | Sell |
-369
| Closed | -$12K | – | 237 |
|
|
2019
Q4 | $12K | Hold |
369
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $13K | Buy |
369
+119
| +48% | +$4.19K | 0.01% | 221 |
|
|
2019
Q2 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 217 |
|