Strategic Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,237
| Closed | -$3.26M | – | 270 |
|
|
2021
Q4 | $3.26M | Buy |
+79,237
| New | +$3.26M | 0.62% | 49 |
|
|
2019
Q4 | – | Sell |
-435
| Closed | -$14 | – | 244 |
|
|
2019
Q3 | $14 | Buy |
435
+188
| +76% | +$6 | ﹤0.01% | 466 |
|
|
2019
Q2 | $8K | Buy |
247
+2
| +0.8% | +$65 | ﹤0.01% | 580 |
|
|
2019
Q1 | $9K | Buy |
245
+1
| +0.4% | +$37 | ﹤0.01% | 572 |
|
|
2018
Q4 | $8K | Buy |
244
+1
| +0.4% | +$33 | ﹤0.01% | 520 |
|
|
2018
Q3 | $8K | Buy |
243
+2
| +0.8% | +$66 | ﹤0.01% | 522 |
|
|
2018
Q2 | $7K | Sell |
241
-391
| -62% | -$11.4K | ﹤0.01% | 600 |
|
|
2018
Q1 | $18K | Buy |
632
+1
| +0.2% | +$28 | 0.01% | 384 |
|
|
2017
Q4 | $19K | Buy |
+631
| New | +$19K | 0.01% | 363 |
|