Placemark Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.07M | Sell |
40,462
-28,694
| -41% | -$758K | 0.02% | 847 |
|
|
2014
Q3 | $1.68M | Buy |
69,156
+15,820
| +30% | +$385K | 0.03% | 621 |
|
|
2014
Q2 | $1.39M | Buy |
53,336
+476
| +0.9% | +$12.4K | 0.02% | 709 |
|
|
2014
Q1 | $1.27M | Sell |
52,860
-26,126
| -33% | -$626K | 0.02% | 707 |
|
|
2013
Q4 | $1.54M | Buy |
78,986
+22,404
| +40% | +$438K | 0.03% | 664 |
|
|
2013
Q3 | $1.2M | Sell |
56,582
-25,864
| -31% | -$547K | 0.02% | 714 |
|
|
2013
Q2 | $1.82M | Buy |
+82,446
| New | +$1.82M | 0.04% | 526 |
|