Clarus Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,242
| Closed | -$42K | – | 263 |
|
|
2019
Q2 | $42K | Hold |
1,242
| – | – | 0.03% | 288 |
|
|
2019
Q1 | $44K | Buy |
1,242
+5
| +0.4% | +$177 | 0.03% | 314 |
|
|
2018
Q4 | $40K | Buy |
1,237
+6
| +0.5% | +$194 | 0.06% | 292 |
|
|
2018
Q3 | $38K | Buy |
1,231
+14
| +1% | +$432 | 0.02% | 335 |
|
|
2018
Q2 | $34K | Buy |
+1,217
| New | +$34K | 0.03% | 341 |
|