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IBEX Wealth Advisors’s Exelon EXC Stock Holding History

IBEX Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-35,351
Closed -$1.71M – 106
2019
Q3 		$1.71M Buy
35,351
+657
+2% +$31.7K 0.57% 72
2019
Q2 		$1.66M Buy
34,694
+450
+1% +$21.6K 0.48% 84
2019
Q1 		$1.72M Buy
+34,244
New +$1.72M 0.6% 71