EWM
Evercore Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,108
| Closed | -$206K | – | 414 |
|
|
2019
Q1 | $206K | Buy |
+4,108
| New | +$206K | 0.01% | 395 |
|
|
2018
Q1 | – | Sell |
-1,568
| Closed | -$62K | – | 490 |
|
|
2017
Q4 | $62K | Buy |
1,568
+500
| +47% | +$19.8K | ﹤0.01% | 547 |
|
|
2017
Q3 | $40K | Sell |
1,068
-125
| -10% | -$4.68K | ﹤0.01% | 602 |
|
|
2017
Q2 | $44K | Buy |
1,193
+125
| +12% | +$4.61K | ﹤0.01% | 592 |
|
|
2017
Q1 | $38K | Sell |
1,068
-67
| -6% | -$2.38K | ﹤0.01% | 639 |
|
|
2016
Q4 | $40K | Sell |
1,135
-240
| -17% | -$8.46K | ﹤0.01% | 645 |
|
|
2016
Q3 | $46K | Hold |
1,375
| – | – | ﹤0.01% | 617 |
|
|
2016
Q2 | $50K | Buy |
1,375
+1,265
| +1,150% | +$46K | ﹤0.01% | 579 |
|
|
2016
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 873 |
|
|
2015
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 960 |
|
|
2015
Q3 | – | Sell |
-1,550
| Closed | -$49K | – | 998 |
|
|
2015
Q2 | $49K | Sell |
1,550
-5,010
| -76% | -$158K | ﹤0.01% | 637 |
|
|
2015
Q1 | $221K | Buy |
6,560
+941
| +17% | +$31.7K | 0.01% | 401 |
|
|
2014
Q4 | $208K | Buy |
5,619
+3,599
| +178% | +$133K | 0.01% | 356 |
|
|
2014
Q3 | $69K | Buy |
+2,020
| New | +$69K | ﹤0.01% | 566 |
|
|
2013
Q4 | – | Sell |
-9,235
| Closed | -$274K | – | 886 |
|
|
2013
Q3 | $274K | Sell |
9,235
-4,240
| -31% | -$126K | 0.02% | 366 |
|
|
2013
Q2 | $416K | Buy |
+13,475
| New | +$416K | 0.02% | 303 |
|