NWAM LLC’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,705
| Closed | -$203K | – | 508 |
|
|
2022
Q4 | $203K | Buy |
+4,705
| New | +$203K | 0.02% | 491 |
|
|
2014
Q4 | – | Sell |
-10,169
| Closed | -$247K | – | 252 |
|
|
2014
Q3 | $247K | Buy |
10,169
+614
| +6% | +$14.9K | 0.09% | 219 |
|
|
2014
Q2 | $249K | Buy |
+9,555
| New | +$249K | 0.08% | 240 |
|