GA
Geller Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,952
| Closed | -$374K | – | 271 |
|
|
2024
Q1 | $374K | Sell |
9,952
-4,391
| -31% | -$165K | 0.03% | 184 |
|
|
2023
Q4 | $515K | Buy |
14,343
+7,763
| +118% | +$279K | 0.05% | 120 |
|
|
2023
Q3 | $249K | Buy |
6,580
+1,559
| +31% | +$58.9K | 0.03% | 216 |
|
|
2023
Q2 | $205K | Buy |
+5,021
| New | +$205K | 0.03% | 245 |
|