Sandia Investment Management’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 |
-2,189
| Closed | -$82.7K | – | 146 |
|
|
2023
Q3 | $82.7K | Sell |
2,189
-311
| -12% | -$11.8K | 0.02% | 145 |
|
|
2023
Q2 | $102K | Sell |
2,500
-2,500
| -50% | -$102K | 0.02% | 119 |
|
|
2023
Q1 | $209K | Hold |
5,000
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $216K | Hold |
5,000
| – | – | 0.04% | 131 |
|
|
2022
Q3 | $187K | Buy |
+5,000
| New | +$187K | 0.03% | 169 |
|