SlateStone Wealth’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-9,360
Closed -$246K 180
2020
Q1
$246K Sell
9,360
-420
-4% -$11K 0.07% 153
2019
Q4
$318K Buy
+9,780
New +$318K 0.07% 165