Woodmont Investment Counsel’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,437
| Closed | -$58K | – | 335 |
|
|
2016
Q3 | $58K | Buy |
+2,437
| New | +$58K | 0.02% | 247 |
|
|
2016
Q2 | – | Sell |
-1,964
| Closed | -$50K | – | 276 |
|
|
2016
Q1 | $50K | Hold |
1,964
| – | – | 0.02% | 259 |
|
|
2015
Q4 | $39K | Hold |
1,964
| – | – | 0.01% | 285 |
|
|
2015
Q3 | $42K | Hold |
1,964
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $44K | Buy |
+1,964
| New | +$44K | 0.01% | 266 |
|