Zullo Investment Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-332
| Closed | -$14.3K | – | 325 |
|
2022
Q4 | $14.3K | Sell |
332
-57
| -15% | -$2.46K | 0.01% | 440 |
|
2022
Q3 | $15K | Hold |
389
| – | – | 0.01% | 431 |
|
2022
Q2 | $18K | Hold |
389
| – | – | 0.01% | 411 |
|
2022
Q1 | $19K | Sell |
389
-156
| -29% | -$7.62K | 0.01% | 429 |
|
2021
Q4 | $22K | Buy |
+545
| New | +$22K | 0.01% | 412 |
|