Wealthcare Capital Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-188
| Closed | -$6K | – | 275 |
|
|
2021
Q1 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$4K | – | 387 |
|
|
2019
Q4 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 294 |
|
|
2015
Q3 | – | Sell |
-259
| Closed | -$6K | – | 292 |
|
|
2015
Q2 | $6K | Sell |
259
-1,456
| -85% | -$33.7K | ﹤0.01% | 245 |
|
|
2015
Q1 | $41K | Buy |
+1,715
| New | +$41K | ﹤0.01% | 286 |
|