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Roosevelt Investment Group’s Exelon EXC Stock Holding History

Roosevelt Investment Group’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8,943
Closed -$214K – 229
2014
Q1 		$214K Sell
8,943
-2,806
-24% -$67.2K 0.01% 209
2013
Q4 		$230K Buy
+11,749
New +$230K 0.01% 250