LFA
Legacy Financial Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,156
| Closed | -$108K | – | 372 |
|
|
2019
Q1 | $108K | Buy |
2,156
+29
| +1% | +$1.45K | 0.04% | 150 |
|
|
2018
Q4 | $96K | Buy |
2,127
+161
| +8% | +$7.27K | 0.04% | 144 |
|
|
2018
Q3 | $85K | Sell |
1,966
-51
| -3% | -$2.21K | 0.03% | 191 |
|
|
2018
Q2 | $86K | Buy |
2,017
+98
| +5% | +$4.18K | 0.03% | 185 |
|
|
2018
Q1 | $74K | Buy |
1,919
+220
| +13% | +$8.48K | 0.03% | 201 |
|
|
2017
Q4 | $66K | Buy |
+1,699
| New | +$66K | 0.03% | 212 |
|