Wright Investors Service’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,373
| Closed | -$612K | – | 151 |
|
|
2021
Q2 | $612K | Buy |
19,373
+2,229
| +13% | +$70.4K | 0.17% | 121 |
|
|
2021
Q1 | $535K | Sell |
17,144
-10,014
| -37% | -$312K | 0.16% | 126 |
|
|
2020
Q4 | $817K | Buy |
27,158
+4,462
| +20% | +$134K | 0.28% | 97 |
|
|
2020
Q3 | $579K | Buy |
+22,696
| New | +$579K | 0.21% | 103 |
|