Security National Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $724K | Hold |
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|
2021
Q2 | $724K | Sell |
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|
2021
Q1 | $719K | Buy |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | $559K | Sell |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $655K | Hold |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $725K | Sell |
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|
2019
Q1 | $760K | Buy |
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|
2018
Q4 | $646K | Sell |
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|
2018
Q3 | $636K | Sell |
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|
2018
Q2 | $627K | Sell |
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|
2018
Q1 | $577K | Buy |
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|
2017
Q4 | $505K | Sell |
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|
2017
Q3 | $582K | Buy |
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|
2017
Q2 | $550K | Buy |
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|
2017
Q1 | $547K | Buy |
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|
2016
Q4 | $536K | Sell |
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|
2016
Q3 | $509K | Buy |
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|
2016
Q2 | $453K | Sell |
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|
2016
Q1 | $450K | Buy |
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|
2015
Q4 | $348K | Buy |
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|
2015
Q3 | $357K | Sell |
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|
2015
Q2 | $383K | Buy |
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|
2015
Q1 | $406K | Buy |
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|
2014
Q4 | $407K | Buy |
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|
2014
Q3 | $348K | Buy |
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|
2014
Q2 | $328K | Buy |
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|
2014
Q1 | $276K | Buy |
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|
2013
Q4 | $188K | Buy |
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|
2013
Q3 | $196K | Buy |
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|
2013
Q2 | $124K | Buy |
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