Sunflower Bank Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,062
| Closed | -$549K | – | 131 |
|
|
2018
Q4 | $549K | Sell |
17,062
-4,963
| -23% | -$160K | 0.18% | 82 |
|
|
2018
Q3 | $686K | Sell |
22,025
-772
| -3% | -$24K | 0.19% | 77 |
|
|
2018
Q2 | $693K | Buy |
+22,797
| New | +$693K | 0.2% | 77 |
|
|
2014
Q2 | – | Sell |
-9,576
| Closed | -$229K | – | 98 |
|
|
2014
Q1 | $229K | Buy |
+9,576
| New | +$229K | 0.11% | 90 |
|
|
2013
Q4 | – | Sell |
-9,905
| Closed | -$209K | – | 99 |
|
|
2013
Q3 | $209K | Sell |
9,905
-6,336
| -39% | -$134K | 0.11% | 84 |
|
|
2013
Q2 | $358K | Buy |
+16,241
| New | +$358K | 0.19% | 66 |
|