SHJ
Sharkey, Howes & Javer’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-539
| Closed | -$20K | – | 236 |
|
|
2016
Q2 | $20K | Sell |
539
-468
| -46% | -$17.4K | 0.01% | 135 |
|
|
2016
Q1 | $36K | Buy |
1,007
+468
| +87% | +$16.7K | 0.03% | 109 |
|
|
2015
Q4 | $15K | Hold |
539
| – | – | 0.01% | 168 |
|
|
2015
Q3 | $16K | Buy |
+539
| New | +$16K | 0.01% | 161 |
|