Sargent Bickham Lagudis’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $32.9K | Sell |
761
-69
| -8% | -$2.98K | ﹤0.01% | 511 |
|
2022
Q3 | $31K | Buy |
830
+3
| +0.4% | +$112 | ﹤0.01% | 492 |
|
2022
Q2 | $38K | Buy |
827
+74
| +10% | +$3.4K | ﹤0.01% | 480 |
|
2022
Q1 | $36K | Sell |
753
-299
| -28% | -$14.3K | ﹤0.01% | 515 |
|
2021
Q4 | $43K | Buy |
1,052
+3
| +0.3% | +$123 | ﹤0.01% | 476 |
|
2021
Q3 | $36K | Buy |
1,049
+3
| +0.3% | +$103 | ﹤0.01% | 510 |
|
2021
Q2 | $33K | Sell |
1,046
-177
| -14% | -$5.58K | ﹤0.01% | 522 |
|
2021
Q1 | $38K | Sell |
1,223
-713
| -37% | -$22.2K | ﹤0.01% | 481 |
|
2020
Q4 | $58K | Sell |
1,936
-331
| -15% | -$9.92K | 0.01% | 402 |
|
2020
Q3 | $58K | Buy |
2,267
+6
| +0.3% | +$154 | 0.01% | 360 |
|
2020
Q2 | $59K | Buy |
2,261
+4
| +0.2% | +$104 | 0.01% | 334 |
|
2020
Q1 | $59K | Sell |
2,257
-1,127
| -33% | -$29.5K | 0.01% | 316 |
|
2019
Q4 | $110K | Buy |
3,384
+9
| +0.3% | +$293 | 0.01% | 273 |
|
2019
Q3 | $116K | Sell |
3,375
-1,295
| -28% | -$44.5K | 0.01% | 241 |
|
2019
Q2 | $160K | Buy |
4,670
+6
| +0.1% | +$206 | 0.02% | 222 |
|
2019
Q1 | $167K | Sell |
4,664
-645
| -12% | -$23.1K | 0.02% | 231 |
|
2018
Q4 | $171K | Buy |
5,309
+3,652
| +220% | +$118K | 0.02% | 213 |
|
2018
Q3 | $52K | Buy |
1,657
+10
| +0.6% | +$314 | 0.01% | 357 |
|
2018
Q2 | $50K | Buy |
1,647
+9
| +0.5% | +$273 | 0.01% | 356 |
|
2018
Q1 | $46K | Sell |
1,638
-410
| -20% | -$11.5K | 0.01% | 370 |
|
2017
Q4 | $58K | Buy |
2,048
+8
| +0.4% | +$227 | 0.01% | 350 |
|
2017
Q3 | $55K | Buy |
2,040
+1,059
| +108% | +$28.6K | 0.01% | 355 |
|
2017
Q2 | $25K | Buy |
981
+1
| +0.1% | +$25 | ﹤0.01% | 452 |
|
2017
Q1 | $25K | Buy |
980
+132
| +16% | +$3.37K | ﹤0.01% | 455 |
|
2016
Q4 | $21K | Hold |
848
| – | – | ﹤0.01% | 454 |
|
2016
Q3 | $20 | Hold |
848
| – | – | ﹤0.01% | 477 |
|
2016
Q2 | $22K | Hold |
848
| – | – | ﹤0.01% | 444 |
|
2016
Q1 | $22K | Buy |
+848
| New | +$22K | ﹤0.01% | 472 |
|