OAM
Optimal Asset Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,671
| Closed | -$493K | – | 379 |
|
|
2020
Q4 | $493K | Buy |
11,671
+1
| +0% | +$42 | 0.07% | 340 |
|
|
2020
Q3 | $417K | Sell |
11,670
-4,312
| -27% | -$154K | 0.06% | 355 |
|
|
2020
Q2 | $580K | Sell |
15,982
-41,891
| -72% | -$1.52M | 0.09% | 308 |
|
|
2020
Q1 | $2.13K | Buy |
57,873
+18,522
| +47% | +$682 | 0.2% | 177 |
|
|
2019
Q4 | $1.79M | Buy |
+39,351
| New | +$1.79M | 0.27% | 141 |
|