RWM
RBA Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50,611
| Closed | -$2.21M | – | 114 |
|
|
2021
Q1 | $2.21M | Buy |
50,611
+874
| +2% | +$38.2K | 1.88% | 23 |
|
|
2020
Q4 | $2.1M | Sell |
49,737
-266
| -0.5% | -$11.2K | 1.27% | 32 |
|
|
2020
Q3 | $1.79M | Buy |
50,003
+1,080
| +2% | +$38.6K | 1.21% | 32 |
|
|
2020
Q2 | $1.78M | Buy |
48,923
+1,338
| +3% | +$48.5K | 1.29% | 29 |
|
|
2020
Q1 | $1.75M | Buy |
47,585
+1,509
| +3% | +$55.6K | 1.52% | 29 |
|
|
2019
Q4 | $2.09M | Sell |
46,076
-663
| -1% | -$30.1K | 1.43% | 36 |
|
|
2019
Q3 | $2.26M | Buy |
46,739
+952
| +2% | +$46K | 1.72% | 29 |
|
|
2019
Q2 | $2.2M | Buy |
45,787
+341
| +0.8% | +$16.3K | 1.7% | 32 |
|
|
2019
Q1 | $2.25M | Buy |
+45,446
| New | +$2.25M | 1.75% | 32 |
|