Salem Investment Counselors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-449
| Closed | -$17K | – | 1122 |
|
|
2023
Q3 | $17K | Hold |
449
| – | – | ﹤0.01% | 697 |
|
|
2023
Q2 | $18.3K | Buy |
+449
| New | +$18.3K | ﹤0.01% | 712 |
|
|
2023
Q1 | – | Sell |
-88
| Closed | -$3.8K | – | 1134 |
|
|
2022
Q4 | $3.8K | Buy |
88
+23
| +35% | +$994 | ﹤0.01% | 902 |
|
|
2022
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 943 |
|