TrueWealth LLC’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $15K | Hold |
562
| – | – | 0.01% | 417 |
|
|
2020
Q1 | $15K | Hold |
562
| – | – | 0.01% | 399 |
|
|
2019
Q4 | $18K | Hold |
562
| – | – | 0.01% | 389 |
|
|
2019
Q3 | $19K | Hold |
562
| – | – | 0.01% | 377 |
|
|
2019
Q2 | $19K | Sell |
562
-121
| -18% | -$4.09K | 0.01% | 374 |
|
|
2019
Q1 | $24K | Buy |
683
+121
| +22% | +$4.25K | 0.01% | 346 |
|
|
2018
Q4 | $18K | Sell |
562
-73
| -11% | -$2.34K | 0.01% | 370 |
|
|
2018
Q3 | $20K | Hold |
635
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $19K | Hold |
635
| – | – | 0.01% | 395 |
|
|
2018
Q1 | $18K | Buy |
635
+78
| +14% | +$2.21K | 0.01% | 372 |
|
|
2017
Q4 | $16K | Buy |
+557
| New | +$16K | 0.01% | 433 |
|