Plante Moran Financial Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-222
| Closed | -$6K | – | 1168 |
|
|
2015
Q4 | $6K | Hold |
222
| – | – | ﹤0.01% | 708 |
|
|
2015
Q3 | $5K | Hold |
222
| – | – | ﹤0.01% | 600 |
|
|
2015
Q2 | $6K | Hold |
222
| – | – | ﹤0.01% | 614 |
|
|
2015
Q1 | $6K | Hold |
222
| – | – | ﹤0.01% | 601 |
|
|
2014
Q4 | $6K | Hold |
222
| – | – | ﹤0.01% | 648 |
|
|
2014
Q3 | $6K | Sell |
222
-194
| -47% | -$5.24K | 0.01% | 666 |
|
|
2014
Q2 | $11K | Buy |
+416
| New | +$11K | 0.01% | 526 |
|