Sonora Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Buy |
+1,402
| New | +$48K | 0.01% | 424 |
|
|
2021
Q1 | – | Sell |
-381
| Closed | -$11K | – | 1752 |
|
|
2020
Q4 | $11K | Hold |
381
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q3 | $10K | Hold |
381
| – | – | ﹤0.01% | 1206 |
|
|
2020
Q2 | $10K | Hold |
381
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q1 | $10K | Hold |
381
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q4 | $12K | Hold |
381
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q3 | $13K | Sell |
381
-121
| -24% | -$4.13K | ﹤0.01% | 1034 |
|
|
2019
Q2 | $17K | Sell |
502
-381
| -43% | -$12.9K | ﹤0.01% | 938 |
|
|
2019
Q1 | $32K | Sell |
883
-227
| -20% | -$8.23K | ﹤0.01% | 617 |
|
|
2018
Q4 | $36K | Buy |
1,110
+227
| +26% | +$7.36K | 0.01% | 456 |
|
|
2018
Q3 | $28K | Sell |
883
-253
| -22% | -$8.02K | ﹤0.01% | 527 |
|
|
2018
Q2 | $35K | Buy |
+1,136
| New | +$35K | 0.01% | 468 |
|