Toth Financial Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-662
| Closed | -$17K | – | 556 |
|
|
2020
Q2 | $17K | Buy |
662
+7
| +1% | +$180 | ﹤0.01% | 294 |
|
|
2020
Q1 | $17K | Sell |
655
-63
| -9% | -$1.64K | ﹤0.01% | 236 |
|
|
2019
Q4 | $23K | Buy |
718
+6
| +0.8% | +$192 | ﹤0.01% | 247 |
|
|
2019
Q3 | $25K | Buy |
712
+5
| +0.7% | +$176 | 0.01% | 258 |
|
|
2019
Q2 | $24K | Buy |
707
+5
| +0.7% | +$170 | 0.01% | 265 |
|
|
2019
Q1 | $25K | Buy |
702
+5
| +0.7% | +$178 | 0.01% | 250 |
|
|
2018
Q4 | $22K | Buy |
697
+6
| +0.9% | +$189 | 0.01% | 230 |
|
|
2018
Q3 | $22K | Buy |
691
+4
| +0.6% | +$127 | ﹤0.01% | 263 |
|
|
2018
Q2 | $21K | Buy |
687
+7
| +1% | +$214 | ﹤0.01% | 261 |
|
|
2018
Q1 | $19K | Buy |
680
+6
| +0.9% | +$168 | ﹤0.01% | 271 |
|
|
2017
Q4 | $19K | Buy |
+674
| New | +$19K | ﹤0.01% | 277 |
|