SHFA
SC&H Financial Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,626
| Closed | -$330K | – | 134 |
|
|
2022
Q4 | $330K | Buy |
7,626
+8
| +0.1% | +$346 | 0.14% | 101 |
|
|
2022
Q3 | $285K | Buy |
7,618
+7
| +0.1% | +$262 | 0.14% | 106 |
|
|
2022
Q2 | $345K | Sell |
7,611
-91
| -1% | -$4.13K | 0.16% | 105 |
|
|
2022
Q1 | $367K | Buy |
7,702
+7
| +0.1% | +$334 | 0.17% | 110 |
|
|
2021
Q4 | $444K | Buy |
+7,695
| New | +$444K | 0.25% | 96 |
|