Tradition Wealth 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 |
-140
| Closed | -$6K | – | 1374 |
|
|
2023
Q2 | $6K | Sell |
140
-74
| -35% | -$3.17K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $9K | Buy |
214
+120
| +128% | +$5.05K | ﹤0.01% | 1018 |
|
|
2022
Q4 | $4K | Sell |
94
-4
| -4% | -$170 | ﹤0.01% | 1082 |
|
|
2022
Q3 | $4K | Buy |
98
+21
| +27% | +$857 | ﹤0.01% | 1105 |
|
|
2022
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 994 |
|
|
2022
Q1 | $4K | Sell |
77
-31
| -29% | -$1.61K | ﹤0.01% | 1070 |
|
|
2021
Q4 | $4K | Buy |
108
+1
| +0.9% | +$37 | ﹤0.01% | 1083 |
|
|
2021
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q2 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 1131 |
|