Red Door Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,462
| Closed | -$202K | – | 131 |
|
|
2022
Q2 | $202K | Buy |
4,462
+1
| +0% | +$45 | 0.07% | 132 |
|
|
2022
Q1 | $212K | Sell |
4,461
-1,793
| -29% | -$85.2K | 0.07% | 130 |
|
|
2021
Q4 | $257K | Hold |
6,254
| – | – | 0.08% | 143 |
|
|
2021
Q3 | $216K | Buy |
6,254
+2
| +0% | +$69 | 0.08% | 150 |
|
|
2021
Q2 | $197K | Buy |
+6,252
| New | +$197K | 0.08% | 146 |
|
|
2020
Q3 | – | Sell |
-6,073
| Closed | -$157K | – | 207 |
|
|
2020
Q2 | $157K | Hold |
6,073
| – | – | 0.11% | 110 |
|
|
2020
Q1 | $159K | Buy |
+6,073
| New | +$159K | 0.15% | 94 |
|