Berman Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $169K | Buy |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $68K | Buy |
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|
2020
Q1 | $52K | Buy |
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|
2019
Q4 | $36K | Buy |
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|
2019
Q3 | $39K | Sell |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $22K | Buy |
|