Summit Financial Wealth Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-701
Closed -$14K 147
2015
Q3
$14K Hold
701
0.01% 172
2015
Q2
$15K Hold
701
0.01% 212
2015
Q1
$17K Sell
701
-1,682
-71% -$40.8K 0.01% 176
2014
Q4
$63K Buy
+2,383
New +$63K 0.04% 107