Washington Trust Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-597
| Closed | -$25K | – | 698 |
|
|
2023
Q1 | $25K | Hold |
597
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $25.8K | Sell |
597
-198
| -25% | -$8.56K | ﹤0.01% | 388 |
|
|
2022
Q3 | $29K | Sell |
795
-3,087
| -80% | -$113K | ﹤0.01% | 463 |
|
|
2022
Q2 | $176K | Hold |
3,882
| – | – | 0.02% | 212 |
|
|
2022
Q1 | $185K | Sell |
3,882
-1,669
| -30% | -$79.5K | 0.01% | 250 |
|
|
2021
Q4 | $229K | Buy |
+5,551
| New | +$229K | 0.02% | 232 |
|