Susquehanna Trust & Investment’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $202K | Buy |
9,015
+210
| +2% | +$4.71K | 0.04% | 105 |
|
|
2015
Q1 | $211K | Hold |
8,805
| – | – | 0.04% | 100 |
|
|
2014
Q4 | $233K | Sell |
8,805
-129
| -1% | -$3.41K | 0.05% | 96 |
|
|
2014
Q3 | $217K | Hold |
8,934
| – | – | 0.05% | 93 |
|
|
2014
Q2 | $233K | Sell |
8,934
-127
| -1% | -$3.31K | 0.05% | 89 |
|
|
2014
Q1 | $217K | Buy |
+9,061
| New | +$217K | 0.05% | 90 |
|
|
2013
Q3 | – | Sell |
-9,932
| Closed | -$219K | – | 92 |
|
|
2013
Q2 | $219K | Buy |
+9,932
| New | +$219K | 0.05% | 79 |
|