Summit Financial Group’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,701
Closed -$216K 127
2017
Q4
$216K Sell
7,701
-771
-9% -$21.6K 0.18% 115
2017
Q3
$228K Sell
8,472
-872
-9% -$23.5K 0.19% 110
2017
Q2
$240K Buy
+9,344
New +$240K 0.21% 105