SevenBridge Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,696
| Closed | -$235K | – | 159 |
|
|
2021
Q4 | $235K | Buy |
+5,696
| New | +$235K | 0.07% | 161 |
|
|
2019
Q4 | – | Sell |
-5,848
| Closed | -$201K | – | 145 |
|
|
2019
Q3 | $201K | Hold |
5,848
| – | – | 0.11% | 141 |
|
|
2019
Q2 | $200K | Hold |
5,848
| – | – | 0.07% | 142 |
|
|
2019
Q1 | $209K | Hold |
5,848
| – | – | 0.08% | 129 |
|
|
2018
Q4 | $188K | Hold |
5,848
| – | – | 0.12% | 124 |
|
|
2018
Q3 | $182K | Hold |
5,848
| – | – | 0.1% | 137 |
|
|
2018
Q2 | $178K | Hold |
5,848
| – | – | 0.1% | 145 |
|
|
2018
Q1 | $163K | Hold |
5,848
| – | – | 0.09% | 146 |
|
|
2017
Q4 | $164K | Hold |
5,848
| – | – | 0.09% | 151 |
|
|
2017
Q3 | $157K | Buy |
5,848
+2
| +0% | +$54 | 0.09% | 153 |
|
|
2017
Q2 | $150K | Buy |
5,846
+5,106
| +690% | +$131K | 0.09% | 152 |
|
|
2017
Q1 | $19K | Buy |
740
+148
| +25% | +$3.8K | 0.01% | 373 |
|
|
2016
Q4 | $14K | Hold |
592
| – | – | 0.01% | 398 |
|
|
2016
Q3 | $14K | Hold |
592
| – | – | 0.01% | 394 |
|
|
2016
Q2 | $15K | Buy |
+592
| New | +$15K | 0.01% | 450 |
|