Stifel Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $31K | Sell |
1,262
-2,972
| -70% | -$73K | 0.01% | 314 |
|
|
2014
Q2 | $111K | Sell |
4,234
-172
| -4% | -$4.51K | 0.02% | 217 |
|
|
2014
Q1 | $106K | Hold |
4,406
| – | – | 0.02% | 214 |
|
|
2013
Q4 | $87K | Sell |
4,406
-3,168
| -42% | -$62.6K | 0.02% | 219 |
|
|
2013
Q3 | $161K | Hold |
7,574
| – | – | 0.03% | 186 |
|
|
2013
Q2 | $167K | Buy |
+7,574
| New | +$167K | 0.03% | 183 |
|