Western Financial Corp’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,589
| Closed | -$667K | – | 121 |
|
|
2023
Q4 | $667K | Sell |
18,589
-1,075
| -5% | -$38.6K | 0.45% | 73 |
|
|
2023
Q3 | $743K | Sell |
19,664
-893
| -4% | -$33.7K | 0.54% | 44 |
|
|
2023
Q2 | $838K | Sell |
20,557
-327
| -2% | -$13.3K | 0.57% | 37 |
|
|
2023
Q1 | $875K | Buy |
20,884
+637
| +3% | +$26.7K | 0.62% | 31 |
|
|
2022
Q4 | $875K | Sell |
20,247
-2,297
| -10% | -$99.3K | 0.57% | 35 |
|
|
2022
Q3 | $845K | Buy |
22,544
+3,841
| +21% | +$144K | 0.59% | 33 |
|
|
2022
Q2 | $848K | Buy |
+18,703
| New | +$848K | 0.6% | 33 |
|