TD Ameritrade Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-182
| Closed | -$7K | – | 154 |
|
|
2023
Q2 | $7K | Sell |
182
-109
| -37% | -$4.19K | ﹤0.01% | 377 |
|
|
2023
Q1 | $12K | Buy |
291
+2
| +0.7% | +$82 | ﹤0.01% | 357 |
|
|
2022
Q4 | $12K | Sell |
289
-72
| -20% | -$2.99K | ﹤0.01% | 365 |
|
|
2022
Q3 | $14K | Sell |
361
-54
| -13% | -$2.09K | ﹤0.01% | 354 |
|
|
2022
Q2 | $19K | Buy |
415
+7
| +2% | +$320 | ﹤0.01% | 382 |
|
|
2022
Q1 | $19K | Sell |
408
-209
| -34% | -$9.73K | ﹤0.01% | 423 |
|
|
2021
Q4 | $25K | Buy |
+617
| New | +$25K | ﹤0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-280
| Closed | -$9K | – | 630 |
|
|
2019
Q4 | $9K | Sell |
280
-2,783
| -91% | -$89.5K | ﹤0.01% | 468 |
|
|
2019
Q3 | $106K | Sell |
3,063
-14
| -0.5% | -$484 | ﹤0.01% | 210 |
|
|
2019
Q2 | $105K | Buy |
3,077
+2,847
| +1,238% | +$97.2K | ﹤0.01% | 200 |
|
|
2019
Q1 | $8K | Sell |
230
-2,797
| -92% | -$97.3K | ﹤0.01% | 378 |
|
|
2018
Q4 | $97K | Buy |
3,027
+1,416
| +88% | +$45.4K | ﹤0.01% | 188 |
|
|
2018
Q3 | $50K | Buy |
1,611
+1,430
| +790% | +$44.4K | ﹤0.01% | 209 |
|
|
2018
Q2 | $5K | Buy |
+181
| New | +$5K | ﹤0.01% | 263 |
|