CAN
Claraphi Advisory Network’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,906
| Closed | -$1.16M | – | 178 |
|
|
2022
Q3 | $1.16M | Sell |
30,906
-8,156
| -21% | -$306K | 0.63% | 33 |
|
|
2022
Q2 | $1.77M | Sell |
39,062
-422
| -1% | -$19.1K | 0.62% | 36 |
|
|
2022
Q1 | $1.88M | Buy |
+39,484
| New | +$1.88M | 0.54% | 41 |
|
|
2020
Q2 | – | Sell |
-349
| Closed | -$13K | – | 560 |
|
|
2020
Q1 | $13K | Buy |
+349
| New | +$13K | 0.01% | 722 |
|