OWA
Outlook Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,132
| Closed | -$296K | – | 148 |
|
|
2019
Q3 | $296K | Buy |
6,132
+291
| +5% | +$14K | 0.18% | 134 |
|
|
2019
Q2 | $280K | Buy |
5,841
+431
| +8% | +$20.7K | 0.18% | 132 |
|
|
2019
Q1 | $271K | Buy |
5,410
+4,391
| +431% | +$220K | 0.22% | 118 |
|
|
2018
Q4 | $460K | Buy |
+1,019
| New | +$460K | 0.21% | 119 |
|