TRUE Private Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-481
| Closed | -$14K | – | 390 |
|
|
2020
Q4 | $14K | Hold |
481
| – | – | ﹤0.01% | 499 |
|
|
2020
Q3 | $12K | Hold |
481
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $12K | Hold |
481
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $12K | Sell |
481
-147
| -23% | -$3.67K | ﹤0.01% | 422 |
|
|
2019
Q4 | $20K | Sell |
628
-8,327
| -93% | -$265K | ﹤0.01% | 487 |
|
|
2019
Q3 | $308K | Buy |
8,955
+2,761
| +45% | +$95K | 0.05% | 158 |
|
|
2019
Q2 | $211K | Buy |
+6,194
| New | +$211K | 0.04% | 185 |
|
|
2018
Q4 | – | Sell |
-4,885
| Closed | -$152K | – | 468 |
|
|
2018
Q3 | $152K | Buy |
+4,885
| New | +$152K | 0.02% | 298 |
|