Gupta Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $38K | Buy |
1,474
+1,418
| +2,532% | +$36.6K | 0.01% | 491 |
|
|
2015
Q4 | $1K | Sell |
56
-1,087
| -95% | -$19.4K | ﹤0.01% | 1182 |
|
|
2015
Q3 | $24K | Buy |
1,143
+94
| +9% | +$1.97K | 0.01% | 650 |
|
|
2015
Q2 | $24K | Buy |
1,049
+128
| +14% | +$2.93K | 0.01% | 684 |
|
|
2015
Q1 | $22K | Buy |
+921
| New | +$22K | 0.01% | 571 |
|