Ranch Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-35
| Closed | -$1K | – | 651 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 832 |
|
|
2021
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 838 |
|
|
2020
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 888 |
|
|
2020
Q2 | $0 | Sell |
35
-116
| -77% | – | ﹤0.01% | 936 |
|
|
2020
Q1 | $3K | Sell |
151
-48
| -24% | -$954 | ﹤0.01% | 757 |
|
|
2019
Q4 | $6K | Buy |
+199
| New | +$6K | ﹤0.01% | 760 |
|