Retirement Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.2K | Hold |
165
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $5.92K | Hold |
165
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $6.24K | Hold |
165
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $6.72K | Hold |
165
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $7K | Hold |
165
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 397 |
|
|
2022
Q3 | – | Sell |
-165
| Closed | -$7K | – | 583 |
|
|
2022
Q2 | $7K | Sell |
165
-83
| -33% | -$3.52K | ﹤0.01% | 483 |
|
|
2022
Q1 | $12K | Buy |
+248
| New | +$12K | ﹤0.01% | 426 |
|
|
2021
Q2 | – | Sell |
-1,860
| Closed | -$58K | – | 693 |
|
|
2021
Q1 | $58K | Hold |
1,860
| – | – | 0.03% | 258 |
|
|
2020
Q4 | $56K | Hold |
1,860
| – | – | 0.03% | 247 |
|
|
2020
Q3 | $47K | Hold |
1,860
| – | – | 0.03% | 251 |
|
|
2020
Q2 | $48K | Buy |
+1,860
| New | +$48K | 0.03% | 240 |
|
|
2019
Q4 | $27K | Buy |
+833
| New | +$27K | 0.02% | 292 |
|