AA
Apriem Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-73
| Closed | -$3K | – | 265 |
|
|
2017
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 546 |
|
|
2016
Q4 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 569 |
|
|
2014
Q3 | – | Sell |
-70
| Closed | -$3K | – | 543 |
|
|
2014
Q2 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 417 |
|
|
2013
Q3 | – | Sell |
-650
| Closed | -$20K | – | 504 |
|
|
2013
Q2 | $20K | Buy |
+650
| New | +$20K | 0.01% | 276 |
|