Selective Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$26K | – | 308 |
|
|
2022
Q3 | $26K | Hold |
700
| – | – | 0.01% | 388 |
|
|
2022
Q2 | $32K | Hold |
700
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $33K | Sell |
700
-281
| -29% | -$13.2K | 0.01% | 373 |
|
|
2021
Q4 | $40K | Hold |
981
| – | – | 0.02% | 305 |
|
|
2021
Q3 | $34K | Buy |
981
+280
| +40% | +$9.7K | 0.02% | 305 |
|
|
2021
Q2 | $22K | Buy |
+701
| New | +$22K | 0.02% | 269 |
|
|
2018
Q3 | $4K | Buy |
+140
| New | +$4K | 0.05% | 123 |
|