Strategic Wealth Management Group’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$216K Buy
2021
Q1
$205K Sell
2020
Q4
$202K Buy
2020
Q1
Sell
2019
Q4
$216K Buy
2019
Q3
$228K Buy
2019
Q2
$226K Buy
2019
Q1
$236K Sell
2018
Q4
$342K Buy