Shine Investment Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $31K | Hold |
1,200
| – | – | 0.01% | 382 |
|
|
2020
Q2 | $31K | Hold |
1,200
| – | – | 0.01% | 391 |
|
|
2020
Q1 | $32K | Hold |
1,200
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $39K | Sell |
1,200
-140
| -10% | -$4.55K | 0.02% | 370 |
|
|
2019
Q3 | $46K | Buy |
1,340
+140
| +12% | +$4.81K | 0.02% | 322 |
|
|
2019
Q2 | $41K | Hold |
1,200
| – | – | 0.02% | 334 |
|
|
2019
Q1 | $43K | Hold |
1,200
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $39K | Hold |
1,200
| – | – | 0.02% | 321 |
|
|
2018
Q3 | $37K | Sell |
1,200
-2,033
| -63% | -$62.7K | 0.02% | 352 |
|
|
2018
Q2 | $98K | Buy |
3,233
+1,200
| +59% | +$36.4K | 0.05% | 181 |
|
|
2018
Q1 | $57K | Hold |
2,033
| – | – | 0.03% | 273 |
|
|
2017
Q4 | $57K | Buy |
2,033
+613
| +43% | +$17.2K | 0.03% | 276 |
|
|
2017
Q3 | $38K | Buy |
+1,420
| New | +$38K | 0.02% | 343 |
|