LDFR
Lehman & Derafelo Financial Resources’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,281
| Closed | -$766K | – | 204 |
|
|
2021
Q2 | $766K | Hold |
17,281
| – | – | 0.21% | 56 |
|
|
2021
Q1 | $756K | Hold |
17,281
| – | – | 0.21% | 55 |
|
|
2020
Q4 | $730K | Hold |
17,281
| – | – | 0.22% | 56 |
|
|
2020
Q3 | $618K | Hold |
17,281
| – | – | 0.2% | 54 |
|
|
2020
Q2 | $627K | Sell |
17,281
-6
| -0% | -$218 | 0.22% | 53 |
|
|
2020
Q1 | $636K | Hold |
17,287
| – | – | 0.26% | 51 |
|
|
2019
Q4 | $788K | Buy |
17,287
+6
| +0% | +$274 | 0.28% | 52 |
|
|
2019
Q3 | $835K | Sell |
17,281
-100
| -0.6% | -$4.83K | 0.32% | 48 |
|
|
2019
Q2 | $855K | Buy |
17,381
+100
| +0.6% | +$4.92K | 0.35% | 44 |
|
|
2019
Q1 | $866K | Hold |
17,281
| – | – | 0.37% | 43 |
|
|
2018
Q4 | $779K | Buy |
+17,281
| New | +$779K | 0.39% | 39 |
|