Private Vista’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,126
| Closed | -$319K | – | 131 |
|
|
2020
Q1 | $319K | Buy |
12,126
+20
| +0.2% | +$526 | 0.12% | 99 |
|
|
2019
Q4 | $394K | Hold |
12,106
| – | – | 0.11% | 93 |
|
|
2019
Q3 | $418K | Hold |
12,106
| – | – | 0.11% | 92 |
|
|
2019
Q2 | $413K | Sell |
12,106
-613
| -5% | -$20.9K | 0.1% | 96 |
|
|
2019
Q1 | $455K | Hold |
12,719
| – | – | 0.11% | 92 |
|
|
2018
Q4 | $409K | Sell |
12,719
-1,260
| -9% | -$40.5K | 0.1% | 98 |
|
|
2018
Q3 | $430K | Sell |
13,979
-1,366
| -9% | -$42K | 0.09% | 100 |
|
|
2018
Q2 | $467K | Sell |
15,345
-104
| -0.7% | -$3.17K | 0.11% | 91 |
|
|
2018
Q1 | $430K | Buy |
+15,449
| New | +$430K | 0.13% | 83 |
|