DPA
Delphi Private Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-742
| Closed | -$29K | – | 95 |
|
|
2017
Q4 | $29K | Hold |
742
| – | – | 0.07% | 99 |
|
|
2017
Q3 | $28K | Hold |
742
| – | – | 0.08% | 52 |
|
|
2017
Q2 | $27K | Hold |
742
| – | – | 0.05% | 61 |
|
|
2017
Q1 | $27K | Sell |
742
-20
| -3% | -$728 | 0.05% | 53 |
|
|
2016
Q4 | $27K | Sell |
762
-117
| -13% | -$4.15K | 0.05% | 64 |
|
|
2016
Q3 | $29K | Hold |
879
| – | – | 0.05% | 51 |
|
|
2016
Q2 | $32K | Buy |
879
+117
| +15% | +$4.26K | 0.06% | 59 |
|
|
2016
Q1 | $27K | Hold |
762
| – | – | 0.05% | 74 |
|
|
2015
Q4 | $21K | Buy |
+762
| New | +$21K | 0.04% | 104 |
|