Welch & Forbes’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,516
| Closed | -$207K | – | 374 |
|
|
2024
Q1 | $207K | Buy |
+5,516
| New | +$207K | ﹤0.01% | 371 |
|
|
2015
Q1 | – | Sell |
-13,706
| Closed | -$363K | – | 337 |
|
|
2014
Q4 | $363K | Buy |
13,706
+280
| +2% | +$7.42K | 0.01% | 284 |
|
|
2014
Q3 | $326K | Sell |
13,426
-981
| -7% | -$23.8K | 0.01% | 289 |
|
|
2014
Q2 | $375K | Buy |
14,407
+62
| +0.4% | +$1.61K | 0.01% | 266 |
|
|
2014
Q1 | $343K | Hold |
14,345
| – | – | 0.01% | 279 |
|
|
2013
Q4 | $280K | Sell |
14,345
-3,645
| -20% | -$71.1K | 0.01% | 283 |
|
|
2013
Q3 | $381K | Sell |
17,990
-877
| -5% | -$18.6K | 0.01% | 277 |
|
|
2013
Q2 | $415K | Buy |
+18,867
| New | +$415K | 0.01% | 248 |
|