LWM
LBA Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $12K | Hold |
320
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $11K | Hold |
320
| – | – | 0.01% | 318 |
|
|
2016
Q3 | $11K | Hold |
320
| – | – | 0.01% | 318 |
|
|
2016
Q2 | $12K | Hold |
320
| – | – | 0.01% | 294 |
|
|
2016
Q1 | $11K | Hold |
320
| – | – | 0.01% | 292 |
|
|
2015
Q4 | $9K | Buy |
+320
| New | +$9K | 0.01% | 300 |
|
|
2014
Q3 | – | Sell |
-50
| Closed | -$2K | – | 428 |
|
|
2014
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 255 |
|