BWG
Beta Wealth Group’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,311
| Closed | -$227K | – | 104 |
|
|
2023
Q4 | $227K | Sell |
6,311
-194
| -3% | -$6.97K | 0.12% | 98 |
|
|
2023
Q3 | $246K | Buy |
6,505
+205
| +3% | +$7.75K | 0.15% | 92 |
|
|
2023
Q2 | $257K | Buy |
6,300
+1,000
| +19% | +$40.7K | 0.15% | 91 |
|
|
2023
Q1 | $222K | Buy |
5,300
+400
| +8% | +$16.8K | 0.13% | 95 |
|
|
2022
Q4 | $212K | Buy |
+4,900
| New | +$212K | 0.14% | 93 |
|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$214K | – | 90 |
|
|
2022
Q1 | $214K | Buy |
+4,500
| New | +$214K | 0.14% | 88 |
|