Pinnacle Advisory Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-11,620
| Closed | -$323K | – | 158 |
|
2018
Q1 | $323K | Buy |
11,620
+159
| +1% | +$4.42K | 0.02% | 150 |
|
2017
Q4 | $322K | Sell |
11,461
-1,056
| -8% | -$29.7K | 0.02% | 169 |
|
2017
Q3 | $336K | Buy |
12,517
+192
| +2% | +$5.15K | 0.02% | 152 |
|
2017
Q2 | $317K | Buy |
12,325
+537
| +5% | +$13.8K | 0.02% | 153 |
|
2017
Q1 | $303K | Buy |
11,788
+1,671
| +17% | +$43K | 0.02% | 155 |
|
2016
Q4 | $256K | Buy |
10,117
+4
| +0% | +$101 | 0.02% | 163 |
|
2016
Q3 | $234K | Buy |
10,113
+5
| +0% | +$116 | 0.02% | 116 |
|
2016
Q2 | $262K | Buy |
+10,108
| New | +$262K | 0.02% | 110 |
|
2016
Q1 | – | Sell |
-10,103
| Closed | -$200K | – | 116 |
|
2015
Q4 | $200K | Sell |
10,103
-1,292
| -11% | -$25.6K | 0.02% | 105 |
|
2015
Q3 | $241K | Buy |
+11,395
| New | +$241K | 0.03% | 92 |
|
2015
Q2 | – | Sell |
-10,871
| Closed | -$260K | – | 121 |
|
2015
Q1 | $260K | Buy |
10,871
+3
| +0% | +$72 | 0.02% | 118 |
|
2014
Q4 | $287K | Sell |
10,868
-2,433
| -18% | -$64.3K | 0.03% | 111 |
|
2014
Q3 | $323K | Buy |
+13,301
| New | +$323K | 0.04% | 85 |
|