TFS
TrustCore Financial Services’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $62.9K | Sell |
1,456
-437
| -23% | -$18.9K | 0.01% | 414 |
|
|
2022
Q3 | $71K | Hold |
1,893
| – | – | 0.01% | 394 |
|
|
2022
Q2 | $86K | Buy |
1,893
+437
| +30% | +$19.9K | 0.01% | 362 |
|
|
2022
Q1 | $69K | Sell |
1,456
-352
| -19% | -$16.7K | 0.01% | 403 |
|
|
2021
Q4 | $104K | Hold |
1,808
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $87K | Hold |
1,808
| – | – | 0.01% | 366 |
|
|
2021
Q2 | $80K | Hold |
1,808
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $79K | Sell |
1,808
-287
| -14% | -$12.5K | 0.01% | 363 |
|
|
2020
Q4 | $88K | Hold |
2,095
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $75K | Hold |
2,095
| – | – | 0.01% | 334 |
|
|
2020
Q2 | $76K | Sell |
2,095
-2,140
| -51% | -$77.6K | 0.01% | 340 |
|
|
2020
Q1 | $156K | Hold |
4,235
| – | – | 0.04% | 218 |
|
|
2019
Q4 | $193K | Hold |
4,235
| – | – | 0.04% | 215 |
|
|
2019
Q3 | $205K | Buy |
4,235
+352
| +9% | +$17K | 0.04% | 202 |
|
|
2019
Q2 | $186K | Hold |
3,883
| – | – | 0.04% | 200 |
|
|
2019
Q1 | $195K | Hold |
3,883
| – | – | 0.05% | 154 |
|
|
2018
Q4 | $175K | Buy |
3,883
+287
| +8% | +$12.9K | 0.1% | 69 |
|
|
2018
Q3 | $157K | Hold |
3,596
| – | – | 0.05% | 180 |
|
|
2018
Q2 | $153K | Hold |
3,596
| – | – | 0.05% | 168 |
|
|
2018
Q1 | $140K | Hold |
3,596
| – | – | 0.05% | 167 |
|
|
2017
Q4 | $142K | Buy |
+3,596
| New | +$142K | 0.06% | 162 |
|