True Link Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,082
| Closed | -$206K | – | 76 |
|
|
2024
Q3 | $206K | Sell |
5,082
-750
| -13% | -$30.4K | 0.02% | 66 |
|
|
2024
Q2 | $202K | Sell |
5,832
-985
| -14% | -$34.1K | 0.02% | 64 |
|
|
2024
Q1 | $256K | Buy |
+6,817
| New | +$256K | 0.02% | 59 |
|
|
2021
Q1 | – | Sell |
-1,775
| Closed | -$53K | – | 697 |
|
|
2020
Q4 | $53K | Buy |
+1,775
| New | +$53K | 0.01% | 529 |
|