SWA
Sutton Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $50.5K | Buy |
1,337
+57
| +4% | +$2.15K | 0.02% | 223 |
|
|
2023
Q2 | $52.1K | Hold |
1,280
| – | – | 0.03% | 220 |
|
|
2023
Q1 | $53.6K | Sell |
1,280
-1,668
| -57% | -$69.9K | 0.03% | 200 |
|
|
2022
Q4 | $127K | Buy |
2,948
+128
| +5% | +$5.53K | 0.05% | 217 |
|
|
2022
Q3 | $106K | Sell |
2,820
-44
| -2% | -$1.65K | 0.04% | 243 |
|
|
2022
Q2 | $130K | Buy |
2,864
+33
| +1% | +$1.5K | 0.05% | 208 |
|
|
2022
Q1 | $135K | Buy |
2,831
+22
| +0.8% | +$1.05K | 0.05% | 215 |
|
|
2021
Q4 | $162K | Hold |
2,809
| – | – | 0.05% | 199 |
|
|
2021
Q3 | $136K | Hold |
2,809
| – | – | 0.05% | 212 |
|
|
2021
Q2 | $124K | Hold |
2,809
| – | – | 0.05% | 224 |
|
|
2021
Q1 | $123K | Buy |
2,809
+14
| +0.5% | +$612 | 0.05% | 220 |
|
|
2020
Q4 | $118K | Buy |
2,795
+17
| +0.6% | +$718 | 0.05% | 208 |
|
|
2020
Q3 | $99.3K | Hold |
2,778
| – | – | 0.05% | 215 |
|
|
2020
Q2 | $101K | Buy |
2,778
+104
| +4% | +$3.77K | 0.05% | 209 |
|
|
2020
Q1 | $98.4K | Sell |
2,674
-53
| -2% | -$1.95K | 0.06% | 197 |
|
|
2019
Q4 | $124K | Buy |
2,727
+35
| +1% | +$1.6K | 0.06% | 194 |
|
|
2019
Q3 | $130K | Hold |
2,692
| – | – | 0.07% | 185 |
|
|
2019
Q2 | $129K | Hold |
2,692
| – | – | 0.07% | 182 |
|
|
2019
Q1 | $135K | Buy |
2,692
+9
| +0.3% | +$451 | 0.08% | 175 |
|
|
2018
Q4 | $121K | Buy |
2,683
+23
| +0.9% | +$1.04K | 0.08% | 174 |
|
|
2018
Q3 | $116K | Hold |
2,660
| – | – | 0.08% | 183 |
|
|
2018
Q2 | $113K | Hold |
2,660
| – | – | 0.08% | 186 |
|
|
2018
Q1 | $104K | Hold |
2,660
| – | – | 0.07% | 195 |
|
|
2017
Q4 | $105K | Hold |
2,660
| – | – | 0.08% | 193 |
|
|
2017
Q3 | $100K | Hold |
2,660
| – | – | 0.08% | 192 |
|
|
2017
Q2 | $95.9K | Buy |
2,660
+36
| +1% | +$1.3K | 0.08% | 197 |
|
|
2017
Q1 | $94.4K | Hold |
2,624
| – | – | 0.08% | 191 |
|
|
2016
Q4 | $93.1K | Hold |
2,624
| – | – | 0.08% | 189 |
|
|
2016
Q3 | $87.4K | Sell |
2,624
-8
| -0.3% | -$266 | 0.08% | 194 |
|
|
2016
Q2 | $95.7K | Buy |
2,632
+8
| +0.3% | +$291 | 0.09% | 181 |
|
|
2016
Q1 | $94.1K | Buy |
+2,624
| New | +$94.1K | 0.09% | 186 |
|