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Latitude Advisors’s Exelon EXC Stock Holding History

Latitude Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,351
Closed -$445K – 186
2022
Q1 		$445K Buy
9,351
+3,131
+50% +$149K 0.1% 196
2021
Q4 		$359K Buy
6,220
+13
+0.2% +$750 0.1% 199
2021
Q3 		$300K Buy
+6,207
New +$300K 0.1% 209