Pinnacle Financial Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-637
| Closed | -$26K | – | 452 |
|
|
2021
Q4 | $26K | Hold |
637
| – | – | ﹤0.01% | 434 |
|
|
2021
Q3 | $22K | Hold |
637
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $20K | Hold |
637
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $19K | Hold |
637
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $16K | Hold |
637
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $16K | Hold |
637
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $16K | Hold |
637
| – | – | ﹤0.01% | 379 |
|
|
2020
Q1 | $17K | Hold |
637
| – | – | ﹤0.01% | 372 |
|
|
2019
Q4 | $21K | Buy |
+637
| New | +$21K | ﹤0.01% | 412 |
|
|
2019
Q2 | – | Sell |
-6,237
| Closed | -$223K | – | 392 |
|
|
2019
Q1 | $223K | Sell |
6,237
-2,210
| -26% | -$79K | 0.02% | 315 |
|
|
2018
Q4 | $272K | Sell |
8,447
-707
| -8% | -$22.8K | 0.03% | 274 |
|
|
2018
Q3 | $285K | Buy |
9,154
+34
| +0.4% | +$1.06K | 0.02% | 284 |
|
|
2018
Q2 | $277K | Buy |
9,120
+69
| +0.8% | +$2.1K | 0.03% | 272 |
|
|
2018
Q1 | $252K | Buy |
9,051
+636
| +8% | +$17.7K | 0.03% | 280 |
|
|
2017
Q4 | $237K | Buy |
+8,415
| New | +$237K | 0.03% | 286 |
|
|
2017
Q3 | – | Sell |
-6,309
| Closed | -$162K | – | 331 |
|
|
2017
Q2 | $162K | Buy |
+6,309
| New | +$162K | 0.02% | 285 |
|