Winslow Evans & Crocker’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-140
| Closed | -$4K | – | 1113 |
|
|
2020
Q2 | $4K | Sell |
140
-785
| -85% | -$22.4K | ﹤0.01% | 919 |
|
|
2020
Q1 | $26K | Buy |
925
+140
| +18% | +$3.94K | 0.01% | 532 |
|
|
2019
Q4 | $26K | Hold |
785
| – | – | 0.01% | 620 |
|
|
2019
Q3 | $28K | Hold |
785
| – | – | 0.01% | 600 |
|
|
2019
Q2 | $28K | Sell |
785
-163
| -17% | -$5.81K | 0.01% | 614 |
|
|
2019
Q1 | $34K | Buy |
948
+93
| +11% | +$3.34K | 0.01% | 570 |
|
|
2018
Q4 | $28K | Buy |
855
+70
| +9% | +$2.29K | 0.01% | 564 |
|
|
2018
Q3 | $26K | Hold |
785
| – | – | 0.01% | 609 |
|
|
2018
Q2 | $24K | Hold |
785
| – | – | 0.01% | 636 |
|
|
2018
Q1 | $21.8K | Hold |
785
| – | – | 0.01% | 629 |
|
|
2017
Q4 | $22K | Hold |
785
| – | – | 0.01% | 637 |
|
|
2017
Q3 | $21.1K | Buy |
785
+1
| +0.1% | +$27 | 0.01% | 645 |
|
|
2017
Q2 | $20.2K | Sell |
784
-1
| -0.1% | -$26 | 0.01% | 750 |
|
|
2017
Q1 | $20.1K | Buy |
+785
| New | +$20.1K | 0.01% | 733 |
|
|
2015
Q3 | – | Sell |
-168
| Closed | -$3.77K | – | 1306 |
|
|
2015
Q2 | $3.77K | Hold |
168
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q1 | $4.03K | Sell |
168
-365
| -68% | -$8.76K | ﹤0.01% | 1078 |
|
|
2014
Q4 | $14.1K | Hold |
533
| – | – | ﹤0.01% | 813 |
|
|
2014
Q3 | $13K | Hold |
533
| – | – | ﹤0.01% | 837 |
|
|
2014
Q2 | $13.9K | Hold |
533
| – | – | ﹤0.01% | 766 |
|
|
2014
Q1 | $12.8K | Sell |
533
-280
| -34% | -$6.7K | ﹤0.01% | 787 |
|
|
2013
Q4 | $16K | Buy |
+813
| New | +$16K | 0.01% | 761 |
|