Wealthspire Advisors (Maryland)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $474K | Buy |
18,592
+701
| +4% | +$17.9K | 0.02% | 281 |
|
|
2020
Q2 | $463K | Buy |
17,891
+60
| +0.3% | +$1.55K | 0.03% | 274 |
|
|
2020
Q1 | $468K | Sell |
17,831
-879
| -5% | -$23.1K | 0.04% | 240 |
|
|
2019
Q4 | $608K | Sell |
18,710
-109
| -0.6% | -$3.54K | 0.04% | 240 |
|
|
2019
Q3 | $648K | Sell |
18,819
-2,850
| -13% | -$98.1K | 0.05% | 213 |
|
|
2019
Q2 | $741K | Buy |
21,669
+464
| +2% | +$15.9K | 0.06% | 182 |
|
|
2019
Q1 | $758K | Buy |
21,205
+112
| +0.5% | +$4K | 0.06% | 175 |
|
|
2018
Q4 | $679K | Buy |
21,093
+2,330
| +12% | +$75K | 0.06% | 166 |
|
|
2018
Q3 | $584K | Sell |
18,763
-226
| -1% | -$7.03K | 0.05% | 213 |
|
|
2018
Q2 | $577K | Buy |
18,989
+1,294
| +7% | +$39.3K | 0.05% | 212 |
|
|
2018
Q1 | $492K | Buy |
17,695
+1,806
| +11% | +$50.2K | 0.05% | 247 |
|
|
2017
Q4 | $447K | Buy |
15,889
+184
| +1% | +$5.18K | 0.04% | 282 |
|
|
2017
Q3 | $422K | Buy |
15,705
+2,104
| +15% | +$56.5K | 0.05% | 272 |
|
|
2017
Q2 | $350K | Buy |
13,601
+128
| +1% | +$3.29K | 0.04% | 312 |
|
|
2017
Q1 | $346K | Buy |
13,473
+168
| +1% | +$4.31K | 0.05% | 255 |
|
|
2016
Q4 | $337K | Sell |
13,305
-502
| -4% | -$12.7K | 0.05% | 251 |
|
|
2016
Q3 | $328K | Sell |
13,807
-656
| -5% | -$15.6K | 0.05% | 247 |
|
|
2016
Q2 | $375K | Sell |
14,463
-63
| -0.4% | -$1.63K | 0.06% | 208 |
|
|
2016
Q1 | $372K | Buy |
14,526
+7,143
| +97% | +$183K | 0.07% | 205 |
|
|
2015
Q4 | $146K | Buy |
+7,383
| New | +$146K | 0.03% | 444 |
|