Pinnacle Wealth Planning Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,293
| Closed | -$240K | – | 415 |
|
|
2022
Q2 | $240K | Buy |
+5,293
| New | +$240K | 0.04% | 296 |
|
|
2022
Q1 | – | Sell |
-5,835
| Closed | -$240K | – | 448 |
|
|
2021
Q4 | $240K | Buy |
+5,835
| New | +$240K | 0.05% | 309 |
|
|
2021
Q1 | – | Sell |
-4,495
| Closed | -$136K | – | 871 |
|
|
2020
Q4 | $136K | Buy |
+4,495
| New | +$136K | 0.03% | 366 |
|