DWMG
DB Wealth Management Group’s Exelon EXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $8.83K | Hold |
246
| – | – | 0.01% | 291 |
|
2023
Q3 | $9.3K | Hold |
246
| – | – | 0.01% | 285 |
|
2023
Q2 | $10K | Hold |
246
| – | – | 0.01% | 282 |
|
2023
Q1 | $10.3K | Hold |
246
| – | – | 0.01% | 277 |
|
2022
Q4 | $10.6K | Buy |
+246
| New | +$10.6K | 0.01% | 272 |
|
2022
Q3 | – | Sell |
-246
| Closed | -$11K | – | 292 |
|
2022
Q2 | $11K | Hold |
246
| – | – | 0.01% | 281 |
|
2022
Q1 | $12K | Hold |
246
| – | – | 0.01% | 296 |
|
2021
Q4 | $14K | Hold |
246
| – | – | 0.01% | 251 |
|
2021
Q3 | $12K | Hold |
246
| – | – | 0.01% | 253 |
|
2021
Q2 | $11K | Hold |
246
| – | – | 0.01% | 262 |
|
2021
Q1 | $11K | Hold |
246
| – | – | 0.01% | 265 |
|
2020
Q4 | $10K | Buy |
+246
| New | +$10K | 0.01% | 266 |
|