WealthShield Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,891
| Closed | -$284K | – | 347 |
|
|
2021
Q4 | $284K | Buy |
+6,891
| New | +$284K | 0.05% | 241 |
|
|
2021
Q3 | – | Sell |
-1,304
| Closed | -$41K | – | 388 |
|
|
2021
Q2 | $41K | Hold |
1,304
| – | – | 0.01% | 514 |
|
|
2021
Q1 | $40K | Sell |
1,304
-7,243
| -85% | -$222K | 0.01% | 498 |
|
|
2020
Q4 | $257K | Sell |
8,547
-642
| -7% | -$19.3K | 0.05% | 251 |
|
|
2020
Q3 | $234K | Buy |
+9,189
| New | +$234K | 0.08% | 227 |
|
|
2019
Q1 | – | Sell |
-11,656
| Closed | -$375K | – | 270 |
|
|
2018
Q4 | $375K | Buy |
+11,656
| New | +$375K | 0.26% | 78 |
|