Sittner & Nelson’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 |
-263
| Closed | -$11K | – | 499 |
|
2023
Q1 | $11K | Hold |
263
| – | – | 0.01% | 356 |
|
2022
Q4 | $11.4K | Buy |
263
+2
| +0.8% | +$87 | 0.01% | 328 |
|
2022
Q3 | $10K | Hold |
261
| – | – | 0.01% | 327 |
|
2022
Q2 | $12K | Hold |
261
| – | – | 0.01% | 345 |
|
2022
Q1 | $12K | Sell |
261
-105
| -29% | -$4.83K | 0.01% | 327 |
|
2021
Q4 | $15K | Hold |
366
| – | – | 0.01% | 298 |
|
2021
Q3 | $13K | Hold |
366
| – | – | 0.01% | 294 |
|
2021
Q2 | $12K | Hold |
366
| – | – | 0.01% | 292 |
|
2021
Q1 | $11K | Hold |
366
| – | – | 0.01% | 288 |
|
2020
Q4 | $11K | Buy |
+366
| New | +$11K | 0.01% | 276 |
|