Wills Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-15,081
| Closed | -$398K | – | 81 |
|
|
2014
Q4 | $398K | Buy |
15,081
+12
| +0.1% | +$317 | 0.32% | 59 |
|
|
2014
Q3 | $366K | Sell |
15,069
-335
| -2% | -$8.14K | 0.31% | 61 |
|
|
2014
Q2 | $401K | Buy |
15,404
+1,255
| +9% | +$32.7K | 0.33% | 58 |
|
|
2014
Q1 | $338K | Buy |
14,149
+15
| +0.1% | +$358 | 0.32% | 58 |
|
|
2013
Q4 | $276K | Buy |
+14,134
| New | +$276K | 0.28% | 58 |
|