SWMP
Signature Wealth Management Partners’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,625
| Closed | -$209K | – | 103 |
|
|
2022
Q2 | $209K | Hold |
4,625
| – | – | 0.21% | 96 |
|
|
2022
Q1 | $220K | Hold |
4,625
| – | – | 0.19% | 101 |
|
|
2021
Q4 | $267K | Hold |
4,625
| – | – | 0.23% | 90 |
|
|
2021
Q3 | $224K | Hold |
4,625
| – | – | 0.2% | 99 |
|
|
2021
Q2 | $205K | Sell |
4,625
-425
| -8% | -$18.8K | 0.19% | 101 |
|
|
2021
Q1 | $221K | Buy |
+5,050
| New | +$221K | 0.21% | 91 |
|