Pine Valley Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $230K | Sell |
6,099
-21
| -0.3% | -$790 | 0.01% | 438 |
|
|
2024
Q3 | $248K | Sell |
6,120
-74
| -1% | -$3K | 0.02% | 417 |
|
|
2024
Q2 | $214K | Sell |
6,194
-549
| -8% | -$19K | 0.01% | 425 |
|
|
2024
Q1 | $253K | Sell |
6,743
-838
| -11% | -$31.5K | 0.02% | 392 |
|
|
2023
Q4 | $272K | Sell |
7,581
-5,149
| -40% | -$185K | 0.02% | 371 |
|
|
2023
Q3 | $481K | Buy |
+12,730
| New | +$481K | 0.04% | 280 |
|