Stanford Investment Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-561
| Closed | -$14K | – | 93 |
|
|
2016
Q4 | $14K | Hold |
561
| – | – | 0.01% | 274 |
|
|
2016
Q3 | $13K | Hold |
561
| – | – | 0.01% | 290 |
|
|
2016
Q2 | $15K | Hold |
561
| – | – | 0.01% | 270 |
|
|
2016
Q1 | $14K | Hold |
561
| – | – | 0.01% | 271 |
|
|
2015
Q4 | $11K | Hold |
561
| – | – | 0.01% | 259 |
|
|
2015
Q3 | $12K | Hold |
561
| – | – | 0.01% | 258 |
|
|
2015
Q2 | $13K | Hold |
561
| – | – | 0.01% | 266 |
|
|
2015
Q1 | $13K | Hold |
561
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $15K | Buy |
+561
| New | +$15K | 0.01% | 258 |
|