Alera Investment Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,031
Closed -$73K 382
2019
Q1
$73K Buy
2,031
+208
+11% +$7.48K 0.04% 126
2018
Q4
$59K Buy
+1,823
New +$59K 0.04% 159