Wealth Quarterback’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $41K | Buy |
1,171
+10
| +0.9% | +$350 | 0.03% | 268 |
|
2021
Q2 | $37K | Buy |
+1,161
| New | +$37K | 0.02% | 270 |
|
2020
Q2 | – | Sell |
-1,042
| Closed | -$27.3K | – | 314 |
|
2020
Q1 | $27.3K | Sell |
1,042
-253
| -20% | -$6.64K | 0.03% | 290 |
|
2019
Q4 | $42.1K | Buy |
+1,295
| New | +$42.1K | 0.04% | 259 |
|