Raab & Moskowitz Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,740
| Closed | -$186K | – | 254 |
|
|
2019
Q4 | $186K | Buy |
+5,740
| New | +$186K | 0.07% | 162 |
|
|
2019
Q2 | – | Sell |
-5,814
| Closed | -$207K | – | 163 |
|
|
2019
Q1 | $207K | Buy |
+5,814
| New | +$207K | 0.09% | 154 |
|
|
2018
Q4 | – | Sell |
-5,740
| Closed | -$178K | – | 268 |
|
|
2018
Q3 | $178K | Buy |
+5,740
| New | +$178K | 0.07% | 171 |
|
|
2015
Q1 | – | Sell |
-2,936
| Closed | -$78K | – | 198 |
|
|
2014
Q4 | $78K | Buy |
+2,936
| New | +$78K | 0.04% | 157 |
|