YorkBridge Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-573
| Closed | -$20K | – | 332 |
|
|
2019
Q2 | $20K | Hold |
573
| – | – | 0.01% | 473 |
|
|
2019
Q1 | $21K | Hold |
573
| – | – | 0.01% | 463 |
|
|
2018
Q4 | $18K | Hold |
573
| – | – | 0.01% | 486 |
|
|
2018
Q3 | $18K | Sell |
573
-530
| -48% | -$16.6K | 0.01% | 542 |
|
|
2018
Q2 | $34K | Hold |
1,103
| – | – | 0.01% | 407 |
|
|
2018
Q1 | $30K | Sell |
1,103
-82
| -7% | -$2.23K | 0.01% | 433 |
|
|
2017
Q4 | $31K | Sell |
1,185
-43
| -4% | -$1.13K | 0.02% | 424 |
|
|
2017
Q3 | $33K | Hold |
1,228
| – | – | 0.02% | 427 |
|
|
2017
Q2 | $31K | Sell |
1,228
-265
| -18% | -$6.69K | 0.02% | 436 |
|
|
2017
Q1 | $37K | Buy |
1,493
+55
| +4% | +$1.36K | 0.02% | 404 |
|
|
2016
Q4 | $33K | Buy |
+1,438
| New | +$33K | 0.02% | 409 |
|