Reilly Financial Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,209
| Closed | -$83K | – | 1231 |
|
|
2015
Q4 | $83K | Sell |
3,209
-4,274
| -57% | -$111K | 0.01% | 234 |
|
|
2015
Q3 | $181K | Hold |
7,483
| – | – | 0.03% | 184 |
|
|
2015
Q2 | $202K | Hold |
7,483
| – | – | 0.03% | 186 |
|
|
2015
Q1 | $201K | Hold |
7,483
| – | – | 0.04% | 175 |
|
|
2014
Q4 | $202K | Buy |
7,483
+4,274
| +133% | +$115K | 0.05% | 133 |
|
|
2014
Q3 | $86K | Hold |
3,209
| – | – | 0.02% | 199 |
|
|
2014
Q2 | $88K | Hold |
3,209
| – | – | 0.02% | 195 |
|
|
2014
Q1 | $66K | Sell |
3,209
-717
| -18% | -$14.7K | 0.02% | 234 |
|
|
2013
Q4 | $75K | Sell |
3,926
-800
| -17% | -$15.3K | 0.02% | 200 |
|
|
2013
Q3 | $87K | Buy |
4,726
+800
| +20% | +$14.7K | 0.02% | 153 |
|
|
2013
Q2 | $77K | Buy |
+3,926
| New | +$77K | 0.02% | 156 |
|