Souders Financial Advisors’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 |
-78,677
| Closed | -$3.24M | – | 148 |
|
|
2021
Q4 | $3.24M | Buy |
78,677
+630
| +0.8% | +$26K | 0.93% | 34 |
|
|
2021
Q3 | $2.69M | Buy |
78,047
+1,310
| +2% | +$45.2K | 0.87% | 40 |
|
|
2021
Q2 | $2.43M | Buy |
76,737
+934
| +1% | +$29.5K | 0.82% | 44 |
|
|
2021
Q1 | $2.37M | Buy |
75,803
+4,166
| +6% | +$130K | 0.93% | 37 |
|
|
2020
Q4 | $2.16M | Buy |
+71,637
| New | +$2.16M | 0.94% | 34 |
|