Insight Wealth Strategies’s Exelon EXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,758
Closed -$368K 190
2019
Q2
$368K Sell
10,758
-39
-0.4% -$1.33K 0.09% 127
2019
Q1
$386K Sell
10,797
-655
-6% -$23.4K 0.11% 113
2018
Q4
$368K Buy
+11,452
New +$368K 0.11% 104