Santori & Peters Inc’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,648
| Closed | -$320K | – | 63 |
|
|
2020
Q4 | $320K | Buy |
10,648
+14
| +0.1% | +$421 | 0.18% | 55 |
|
|
2020
Q3 | $271K | Buy |
+10,634
| New | +$271K | 0.18% | 57 |
|
|
2018
Q1 | – | Sell |
-282
| Closed | -$7K | – | 220 |
|
|
2017
Q4 | $7K | Buy |
+282
| New | +$7K | 0.01% | 365 |
|