CA
POM
CapWealth Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-400
| Closed | -$10K | – | 336 |
|
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 197 |
|
|
2015
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 195 |
|
|
2015
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 202 |
|
|
2015
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 216 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$8K | – | 367 |
|
|
2014
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 259 |
|
|
2014
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 265 |
|
|
2014
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 300 |
|
|
2013
Q4 | $6K | Sell |
300
-400
| -57% | -$8K | ﹤0.01% | 295 |
|
|
2013
Q3 | $13K | Hold |
700
| – | – | ﹤0.01% | 285 |
|
|
2013
Q2 | $14K | Buy |
+700
| New | +$14K | ﹤0.01% | 262 |
|