Strategic Wealth Management Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $216K | Buy |
6,842
+264
| +4% | +$8.33K | 0.08% | 118 |
|
|
2021
Q1 | $205K | Sell |
6,578
-121
| -2% | -$3.77K | 0.08% | 129 |
|
|
2020
Q4 | $202K | Buy |
+6,699
| New | +$202K | 0.09% | 123 |
|
|
2020
Q1 | – | Sell |
-6,638
| Closed | -$216K | – | 94 |
|
|
2019
Q4 | $216K | Buy |
6,638
+11
| +0.2% | +$358 | 0.14% | 90 |
|
|
2019
Q3 | $228K | Buy |
6,627
+10
| +0.2% | +$344 | 0.16% | 74 |
|
|
2019
Q2 | $226K | Buy |
6,617
+8
| +0.1% | +$273 | 0.17% | 72 |
|
|
2019
Q1 | $236K | Sell |
6,609
-4,017
| -38% | -$143K | 0.19% | 66 |
|
|
2018
Q4 | $342K | Buy |
+10,626
| New | +$342K | 0.33% | 49 |
|