PWM
Prentice Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-788
| Closed | -$36K | – | 117 |
|
|
2022
Q2 | $36K | Buy |
+788
| New | +$36K | 0.04% | 78 |
|
|
2021
Q4 | – | Sell |
-1,800
| Closed | -$87K | – | 167 |
|
|
2021
Q3 | $87K | Hold |
1,800
| – | – | 0.04% | 148 |
|
|
2021
Q2 | $80K | Hold |
1,800
| – | – | 0.04% | 154 |
|
|
2021
Q1 | $79K | Buy |
+1,800
| New | +$79K | 0.04% | 146 |
|