HCC
Hirtle Callaghan & Co’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-853
| Closed | -$32K | – | 137 |
|
|
2014
Q4 | $32K | Hold |
853
| – | – | 0.01% | 338 |
|
|
2014
Q3 | $29K | Hold |
853
| – | – | ﹤0.01% | 368 |
|
|
2014
Q2 | $31K | Hold |
853
| – | – | ﹤0.01% | 418 |
|
|
2014
Q1 | $29K | Buy |
853
+25
| +3% | +$849 | ﹤0.01% | 411 |
|
|
2013
Q4 | $23K | Sell |
828
-114
| -12% | -$3.17K | ﹤0.01% | 414 |
|
|
2013
Q3 | $28K | Buy |
+942
| New | +$28K | ﹤0.01% | 402 |
|