CWM
Curi Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-586
| Closed | -$27K | – | 356 |
|
|
2022
Q2 | $27K | Hold |
586
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $27K | Hold |
586
| – | – | ﹤0.01% | 256 |
|
|
2021
Q4 | $33K | Buy |
+586
| New | +$33K | 0.01% | 204 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 225 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 428 |
|