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SFMG Wealth Advisors’s Exelon EXC Stock Holding History

SFMG Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-44,620
Closed -$1.5M – 132
2015
Q1 		$1.5M Buy
44,620
+21,615
+94% +$727K 0.12% 65
2014
Q4 		$853K Buy
+23,005
New +$853K 0.19% 65