LFASL
Lugano Financial Advisors SA (LFA)’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$10.2K | – | 193 |
|
|
2023
Q2 | $10.2K | Buy |
+250
| New | +$10.2K | 0.01% | 162 |
|
|
2020
Q2 | – | Sell |
-587
| Closed | -$28K | – | 120 |
|
|
2020
Q1 | $28K | Hold |
587
| – | – | 0.03% | 109 |
|
|
2019
Q4 | $27K | Buy |
+587
| New | +$27K | 0.02% | 116 |
|
|
2019
Q2 | $28K | Hold |
587
| – | – | 0.02% | 116 |
|
|
2019
Q1 | $29K | Buy |
+587
| New | +$29K | 0.02% | 113 |
|