MSAM
Moloney Securities Asset Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,521
| Closed | -$359K | – | 281 |
|
|
2017
Q3 | $359K | Buy |
9,521
+200
| +2% | +$7.54K | 0.16% | 166 |
|
|
2017
Q2 | $336K | Hold |
9,321
| – | – | 0.17% | 166 |
|
|
2017
Q1 | $335K | Hold |
9,321
| – | – | 0.17% | 162 |
|
|
2016
Q4 | $331K | Buy |
+9,321
| New | +$331K | 0.2% | 140 |
|