Pinnacle Summer Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $183K | Sell |
9,208
-675
| -7% | -$13.4K | 0.03% | 219 |
|
|
2015
Q3 | $209K | Buy |
9,883
+3,727
| +61% | +$78.8K | 0.04% | 275 |
|
|
2015
Q2 | $138K | Sell |
6,156
-4,049
| -40% | -$90.8K | 0.03% | 215 |
|
|
2015
Q1 | $244K | Sell |
10,205
-3,878
| -28% | -$92.7K | 0.03% | 281 |
|
|
2014
Q4 | $364K | Buy |
14,083
+8
| +0.1% | +$207 | 0.04% | 240 |
|
|
2014
Q3 | $343K | Buy |
14,075
+815
| +6% | +$19.9K | 0.04% | 259 |
|
|
2014
Q2 | $313K | Sell |
13,260
-505
| -4% | -$11.9K | 0.04% | 257 |
|
|
2014
Q1 | $343K | Sell |
13,765
-1,734
| -11% | -$43.2K | 0.04% | 198 |
|
|
2013
Q4 | $303K | Sell |
15,499
-659
| -4% | -$12.9K | 0.04% | 216 |
|
|
2013
Q3 | $342K | Buy |
16,158
+4,671
| +41% | +$98.9K | 0.06% | 179 |
|
|
2013
Q2 | $253K | Buy |
+11,487
| New | +$253K | 0.06% | 195 |
|