WFG Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $87K | Buy |
3,394
+29
| +0.9% | +$743 | 0.02% | 558 |
|
|
2017
Q1 | $86K | Buy |
3,365
+900
| +37% | +$23K | 0.02% | 517 |
|
|
2016
Q4 | $62K | Buy |
2,465
+23
| +0.9% | +$578 | 0.02% | 667 |
|
|
2016
Q3 | $58K | Buy |
2,442
+22
| +0.9% | +$523 | 0.01% | 666 |
|
|
2016
Q2 | $63K | Buy |
2,420
+23
| +1% | +$599 | 0.02% | 631 |
|
|
2016
Q1 | $61K | Sell |
2,397
-127
| -5% | -$3.23K | 0.02% | 611 |
|
|
2015
Q4 | $50K | Buy |
2,524
+28
| +1% | +$555 | 0.01% | 659 |
|
|
2015
Q3 | $53K | Buy |
2,496
+2,314
| +1,271% | +$49.1K | 0.02% | 624 |
|
|
2015
Q2 | $4K | Sell |
182
-209
| -53% | -$4.59K | ﹤0.01% | 1376 |
|
|
2015
Q1 | $9K | Sell |
391
-10,574
| -96% | -$243K | ﹤0.01% | 1227 |
|
|
2014
Q4 | $290K | Sell |
10,965
-12,321
| -53% | -$326K | 0.06% | 339 |
|
|
2014
Q3 | $566K | Sell |
23,286
-190
| -0.8% | -$4.62K | 0.11% | 226 |
|
|
2014
Q2 | $611K | Sell |
23,476
-4,627
| -16% | -$120K | 0.11% | 209 |
|
|
2014
Q1 | $673K | Sell |
28,103
-4,658
| -14% | -$112K | 0.14% | 188 |
|
|
2013
Q4 | $640K | Sell |
32,761
-5,316
| -14% | -$104K | 0.09% | 256 |
|
|
2013
Q3 | $805K | Sell |
38,077
-2,173
| -5% | -$45.9K | 0.12% | 193 |
|
|
2013
Q2 | $887K | Buy |
+40,250
| New | +$887K | 0.15% | 166 |
|