Schubert & Co’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$1.97K | – | 532 |
|
|
2023
Q1 | $1.97K | Sell |
47
-5
| -10% | -$209 | ﹤0.01% | 919 |
|
|
2022
Q4 | $2.25K | Sell |
52
-27
| -34% | -$1.17K | ﹤0.01% | 811 |
|
|
2022
Q3 | $3K | Buy |
79
+5
| +7% | +$190 | ﹤0.01% | 597 |
|
|
2022
Q2 | $3K | Buy |
74
+47
| +174% | +$1.91K | ﹤0.01% | 575 |
|
|
2022
Q1 | $1K | Sell |
27
-2
| -7% | -$74 | ﹤0.01% | 672 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 625 |
|