Wealthfront’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.55M | Sell |
81,927
-3,972
| -5% | -$124K | 0.02% | 99 |
|
|
2018
Q2 | $2.61M | Sell |
85,899
-3,551
| -4% | -$108K | 0.03% | 95 |
|
|
2018
Q1 | $2.49M | Buy |
89,450
+13,927
| +18% | +$388K | 0.03% | 107 |
|
|
2017
Q4 | $2.12M | Buy |
75,523
+10,407
| +16% | +$293K | 0.02% | 120 |
|
|
2017
Q3 | $1.75M | Buy |
65,116
+17,693
| +37% | +$476K | 0.02% | 122 |
|
|
2017
Q2 | $1.22M | Sell |
47,423
-528
| -1% | -$13.6K | 0.02% | 131 |
|
|
2017
Q1 | $1.23M | Buy |
47,951
+7,638
| +19% | +$196K | 0.02% | 123 |
|
|
2016
Q4 | $1.02M | Buy |
40,313
+2,891
| +8% | +$73.1K | 0.02% | 115 |
|
|
2016
Q3 | $889K | Sell |
37,422
-2,155
| -5% | -$51.2K | 0.02% | 113 |
|
|
2016
Q2 | $1.03M | Buy |
39,577
+2,194
| +6% | +$56.9K | 0.03% | 95 |
|
|
2016
Q1 | $956K | Buy |
37,383
+17,133
| +85% | +$438K | 0.03% | 90 |
|
|
2015
Q4 | $401K | Buy |
20,250
+7,896
| +64% | +$156K | 0.01% | 169 |
|
|
2015
Q3 | $262K | Sell |
12,354
-1,346
| -10% | -$28.5K | 0.01% | 225 |
|
|
2015
Q2 | $307K | Buy |
13,700
+5,791
| +73% | +$130K | 0.01% | 191 |
|
|
2015
Q1 | $190K | Sell |
7,909
-5,280
| -40% | -$127K | 0.01% | 253 |
|
|
2014
Q4 | $349K | Buy |
13,189
+5,108
| +63% | +$135K | 0.02% | 100 |
|
|
2014
Q3 | $196K | Buy |
8,081
+3,963
| +96% | +$96.1K | 0.01% | 160 |
|
|
2014
Q2 | $100K | Buy |
4,118
+1,174
| +40% | +$28.5K | 0.01% | 218 |
|
|
2014
Q1 | $70K | Buy |
+2,944
| New | +$70K | 0.01% | 201 |
|