Squar Milner Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,239
| Closed | -$163K | – | 376 |
|
|
2020
Q1 | $163K | Sell |
6,239
-1,416
| -18% | -$37K | 0.1% | 191 |
|
|
2019
Q4 | $248K | Buy |
+7,655
| New | +$248K | 0.12% | 166 |
|
|
2019
Q3 | – | Sell |
-7,620
| Closed | -$261K | – | 373 |
|
|
2019
Q2 | $261K | Sell |
7,620
-952
| -11% | -$32.6K | 0.18% | 133 |
|
|
2019
Q1 | $306K | Hold |
8,572
| – | – | 0.23% | 106 |
|
|
2018
Q4 | $276K | Hold |
8,572
| – | – | 0.27% | 96 |
|
|
2018
Q3 | $267K | Buy |
8,572
+5,730
| +202% | +$178K | 0.24% | 110 |
|
|
2018
Q2 | $86K | Buy |
+2,842
| New | +$86K | 0.08% | 266 |
|