Proficio Capital Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,152
| Closed | -$39K | – | 602 |
|
|
2019
Q2 | $39K | Buy |
1,152
+403
| +54% | +$13.6K | 0.01% | 458 |
|
|
2019
Q1 | $27K | Buy |
749
+160
| +27% | +$5.77K | 0.01% | 536 |
|
|
2018
Q4 | $19K | Hold |
589
| – | – | 0.01% | 543 |
|
|
2018
Q3 | $18K | Sell |
589
-11
| -2% | -$336 | 0.01% | 624 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | 0.01% | 633 |
|
|
2018
Q1 | $17K | Buy |
600
+84
| +16% | +$2.38K | 0.01% | 642 |
|
|
2017
Q4 | $15K | Buy |
516
+62
| +14% | +$1.8K | ﹤0.01% | 670 |
|
|
2017
Q3 | $12K | Buy |
454
+15
| +3% | +$396 | ﹤0.01% | 728 |
|
|
2017
Q2 | $12K | Sell |
439
-28
| -6% | -$765 | 0.01% | 749 |
|
|
2017
Q1 | $12K | Buy |
467
+220
| +89% | +$5.65K | 0.01% | 762 |
|
|
2016
Q4 | $6K | Sell |
247
-43
| -15% | -$1.05K | ﹤0.01% | 710 |
|
|
2016
Q3 | $7K | Hold |
290
| – | – | ﹤0.01% | 647 |
|
|
2016
Q2 | $8K | Buy |
290
+43
| +17% | +$1.19K | 0.01% | 609 |
|
|
2016
Q1 | $6K | Sell |
247
-10
| -4% | -$243 | 0.01% | 486 |
|
|
2015
Q4 | $5K | Buy |
+257
| New | +$5K | ﹤0.01% | 415 |
|