US Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-308
| Closed | -$8K | – | 149 |
|
|
2016
Q1 | $8K | Sell |
308
-232
| -43% | -$6.03K | 0.01% | 230 |
|
|
2015
Q4 | $11K | Sell |
540
-147
| -21% | -$2.99K | 0.01% | 302 |
|
|
2015
Q3 | $15K | Buy |
687
+147
| +27% | +$3.21K | 0.02% | 232 |
|
|
2015
Q2 | $12K | Hold |
540
| – | – | 0.01% | 223 |
|
|
2015
Q1 | $13K | Hold |
540
| – | – | 0.01% | 237 |
|
|
2014
Q4 | $14K | Buy |
+540
| New | +$14K | 0.01% | 220 |
|