Stevens First Principles Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $20K | Buy |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Hold |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $12K | Sell |
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|
2015
Q2 | $124K | Hold |
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|
2015
Q1 | $133K | Hold |
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|
2014
Q4 | $146K | Hold |
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|
2014
Q3 | $135K | Hold |
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|
2014
Q2 | $144K | Hold |
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|
2014
Q1 | $133K | Hold |
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|
2013
Q4 | $108K | Sell |
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|
2013
Q3 | $123K | Buy |
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|
2013
Q2 | $122K | Buy |
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