SIA
Schechter Investment Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,441
| Closed | -$319K | – | 666 |
|
|
2023
Q3 | $319K | Buy |
8,441
+2,122
| +34% | +$80.2K | 0.03% | 430 |
|
|
2023
Q2 | $257K | Buy |
6,319
+1,360
| +27% | +$55.4K | 0.02% | 521 |
|
|
2023
Q1 | $208K | Sell |
4,959
-80
| -2% | -$3.35K | 0.02% | 613 |
|
|
2022
Q4 | $218K | Sell |
5,039
-334
| -6% | -$14.4K | 0.02% | 728 |
|
|
2022
Q3 | $202K | Buy |
5,373
+164
| +3% | +$6.17K | 0.02% | 834 |
|
|
2022
Q2 | $236K | Buy |
5,209
+613
| +13% | +$27.8K | 0.02% | 793 |
|
|
2022
Q1 | $219K | Buy |
4,596
+963
| +27% | +$45.9K | 0.02% | 809 |
|
|
2021
Q4 | $210K | Buy |
+3,633
| New | +$210K | 0.02% | 780 |
|