1WA
180 Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,871
| Closed | -$349K | – | 275 |
|
|
2020
Q2 | $349K | Buy |
+8,871
| New | +$349K | 0.14% | 154 |
|
|
2019
Q4 | – | Sell |
-9,061
| Closed | -$430K | – | 269 |
|
|
2019
Q3 | $430K | Sell |
9,061
-117
| -1% | -$5.55K | 0.19% | 145 |
|
|
2019
Q2 | $407K | Sell |
9,178
-360
| -4% | -$16K | 0.18% | 143 |
|
|
2019
Q1 | $468K | Sell |
9,538
-1,679
| -15% | -$82.4K | 0.21% | 128 |
|
|
2018
Q4 | $490K | Sell |
11,217
-457
| -4% | -$20K | 0.23% | 131 |
|
|
2018
Q3 | $510K | Sell |
11,674
-744
| -6% | -$32.5K | 0.24% | 129 |
|
|
2018
Q2 | $529K | Buy |
+12,418
| New | +$529K | 0.26% | 119 |
|