GW & Wade’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,456
| Closed | -$204K | – | 390 |
|
|
2022
Q3 | $204K | Buy |
+5,456
| New | +$204K | 0.01% | 359 |
|
|
2019
Q4 | – | Sell |
-8,091
| Closed | -$279K | – | 243 |
|
|
2019
Q3 | $279K | Buy |
8,091
+98
| +1% | +$3.38K | 0.02% | 194 |
|
|
2019
Q2 | $273K | Buy |
+7,993
| New | +$273K | 0.02% | 199 |
|