Syverson Strege & Co’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-120
| Closed | -$5.03K | – | 248 |
|
|
2023
Q1 | $5.03K | Buy |
+120
| New | +$5.03K | ﹤0.01% | 331 |
|
|
2021
Q4 | – | Sell |
-1,539
| Closed | -$53K | – | 358 |
|
|
2021
Q3 | $53K | Hold |
1,539
| – | – | 0.04% | 135 |
|
|
2021
Q2 | $49K | Sell |
1,539
-2
| -0.1% | -$64 | 0.04% | 134 |
|
|
2021
Q1 | $48K | Hold |
1,541
| – | – | 0.05% | 123 |
|
|
2020
Q4 | $46K | Buy |
+1,541
| New | +$46K | 0.04% | 116 |
|