Bernicke Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $492K | Sell |
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|
2016
Q4 | $948K | Sell |
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|
2016
Q3 | $924K | Sell |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $735K | Buy |
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|
2015
Q3 | $777K | Sell |
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|
2015
Q2 | $842K | Buy |
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|
2015
Q1 | $792K | Sell |
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|
2014
Q4 | $1.26M | Buy |
|