Wellesley Investment Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $798K | Buy |
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|
2019
Q3 | $801K | Buy |
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|
2019
Q2 | $743K | Sell |
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|
2019
Q1 | $922K | Sell |
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|
2018
Q4 | $830K | Sell |
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|
2018
Q3 | $865K | Buy |
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|
2018
Q2 | $783K | Buy |
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|
2018
Q1 | $578K | Buy |
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