SBSB
Sullivan, Bruyette, Speros & Blaney’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $160K | Hold |
3,659
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $154K | Hold |
3,659
| – | – | 0.01% | 324 |
|
|
2020
Q3 | $131K | Hold |
3,659
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $133K | Sell |
3,659
-174
| -5% | -$6.33K | 0.01% | 285 |
|
|
2020
Q1 | $141K | Buy |
3,833
+490
| +15% | +$18K | 0.01% | 253 |
|
|
2019
Q4 | $152K | Hold |
3,343
| – | – | 0.01% | 286 |
|
|
2019
Q3 | $162K | Buy |
+3,343
| New | +$162K | 0.01% | 268 |
|