Regal Wealth Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,855
| Closed | -$322K | – | 44 |
|
|
2023
Q2 | $322K | Buy |
7,855
+4
| +0.1% | +$164 | 0.21% | 34 |
|
|
2023
Q1 | $338K | Buy |
7,851
+3
| +0% | +$129 | 0.24% | 36 |
|
|
2022
Q4 | $339K | Buy |
7,848
+3
| +0% | +$130 | 0.25% | 32 |
|
|
2022
Q3 | $289K | Buy |
7,845
+387
| +5% | +$14.3K | 0.22% | 33 |
|
|
2022
Q2 | $338K | Buy |
7,458
+48
| +0.6% | +$2.18K | 0.24% | 37 |
|
|
2022
Q1 | $357K | Sell |
7,410
-2,903
| -28% | -$140K | 0.22% | 39 |
|
|
2021
Q4 | $425K | Buy |
10,313
+69
| +0.7% | +$2.84K | 0.24% | 34 |
|
|
2021
Q3 | $353K | Buy |
10,244
+72
| +0.7% | +$2.48K | 0.21% | 38 |
|
|
2021
Q2 | $321K | Buy |
10,172
+80
| +0.8% | +$2.53K | 0.19% | 42 |
|
|
2021
Q1 | $315K | Buy |
10,092
+86
| +0.9% | +$2.68K | 0.19% | 37 |
|
|
2020
Q4 | $301K | Buy |
10,006
+87
| +0.9% | +$2.62K | 0.18% | 38 |
|
|
2020
Q3 | $253K | Buy |
9,919
+97
| +1% | +$2.47K | 0.2% | 41 |
|
|
2020
Q2 | $254K | Buy |
9,822
+84
| +0.9% | +$2.17K | 0.21% | 37 |
|
|
2020
Q1 | $256K | Buy |
9,738
+78
| +0.8% | +$2.05K | 0.25% | 31 |
|
|
2019
Q4 | $314K | Buy |
9,660
+73
| +0.8% | +$2.37K | 0.2% | 32 |
|
|
2019
Q3 | $330K | Buy |
9,587
+66
| +0.7% | +$2.27K | 0.23% | 32 |
|
|
2019
Q2 | $326K | Buy |
9,521
+65
| +0.7% | +$2.23K | 0.23% | 33 |
|
|
2019
Q1 | $338K | Buy |
9,456
+65
| +0.7% | +$2.32K | 0.24% | 32 |
|
|
2018
Q4 | $302K | Buy |
9,391
+66
| +0.7% | +$2.12K | 0.28% | 33 |
|
|
2018
Q3 | $290K | Buy |
9,325
+68
| +0.7% | +$2.12K | 0.2% | 33 |
|
|
2018
Q2 | $281K | Buy |
9,257
+72
| +0.8% | +$2.19K | 0.3% | 34 |
|
|
2018
Q1 | $256K | Buy |
9,185
+82
| +0.9% | +$2.29K | 0.2% | 35 |
|
|
2017
Q4 | $256K | Buy |
9,103
+66
| +0.7% | +$1.86K | 0.18% | 37 |
|
|
2017
Q3 | $243K | Buy |
9,037
+73
| +0.8% | +$1.96K | 0.18% | 37 |
|
|
2017
Q2 | $231K | Buy |
8,964
+74
| +0.8% | +$1.91K | 0.18% | 37 |
|
|
2017
Q1 | $228K | Buy |
8,890
+74
| +0.8% | +$1.9K | 0.17% | 40 |
|
|
2016
Q4 | $223K | Buy |
8,816
+79
| +0.9% | +$2K | 0.18% | 38 |
|
|
2016
Q3 | $207K | Buy |
8,737
+74
| +0.9% | +$1.75K | 0.19% | 31 |
|
|
2016
Q2 | $225K | Buy |
8,663
+73
| +0.8% | +$1.9K | 0.21% | 31 |
|
|
2016
Q1 | $220K | Buy |
8,590
+73
| +0.9% | +$1.87K | 0.21% | 31 |
|
|
2015
Q4 | $169K | Buy |
+8,517
| New | +$169K | 0.17% | 32 |
|