Whitnell & Co’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $49K | Hold |
1,517
| – | – | 0.02% | 203 |
|
|
2019
Q3 | $52K | Hold |
1,517
| – | – | 0.02% | 201 |
|
|
2019
Q2 | $52K | Hold |
1,517
| – | – | 0.02% | 182 |
|
|
2019
Q1 | $54K | Hold |
1,517
| – | – | 0.02% | 181 |
|
|
2018
Q4 | $49K | Sell |
1,517
-1,058
| -41% | -$34.2K | 0.02% | 180 |
|
|
2018
Q3 | $80K | Hold |
2,575
| – | – | 0.03% | 166 |
|
|
2018
Q2 | $78K | Hold |
2,575
| – | – | 0.03% | 163 |
|
|
2018
Q1 | $72K | Hold |
2,575
| – | – | 0.03% | 167 |
|
|
2017
Q4 | $72K | Hold |
2,575
| – | – | 0.03% | 162 |
|
|
2017
Q3 | $69K | Hold |
2,575
| – | – | 0.03% | 164 |
|
|
2017
Q2 | $66K | Hold |
2,575
| – | – | 0.03% | 160 |
|
|
2017
Q1 | $66K | Hold |
2,575
| – | – | 0.03% | 165 |
|
|
2016
Q4 | $65K | Hold |
2,575
| – | – | 0.03% | 170 |
|
|
2016
Q3 | $61K | Hold |
2,575
| – | – | 0.02% | 172 |
|
|
2016
Q2 | $67K | Hold |
2,575
| – | – | 0.02% | 176 |
|
|
2016
Q1 | $66K | Buy |
2,575
+1,058
| +70% | +$27.1K | 0.02% | 173 |
|
|
2015
Q4 | $30K | Hold |
1,517
| – | – | 0.01% | 203 |
|
|
2015
Q3 | $32K | Hold |
1,517
| – | – | 0.01% | 194 |
|
|
2015
Q2 | $34K | Hold |
1,517
| – | – | 0.01% | 196 |
|
|
2015
Q1 | $36K | Hold |
1,517
| – | – | 0.01% | 192 |
|
|
2014
Q4 | $40K | Hold |
1,517
| – | – | 0.02% | 202 |
|
|
2014
Q3 | $37K | Hold |
1,517
| – | – | 0.01% | 199 |
|
|
2014
Q2 | $39K | Hold |
1,517
| – | – | 0.02% | 197 |
|
|
2014
Q1 | $36K | Hold |
1,517
| – | – | 0.02% | 197 |
|
|
2013
Q4 | $30K | Hold |
1,517
| – | – | 0.01% | 198 |
|
|
2013
Q3 | $32K | Hold |
1,517
| – | – | 0.02% | 198 |
|
|
2013
Q2 | $33K | Buy |
+1,517
| New | +$33K | 0.02% | 207 |
|