SA
Syntax Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $344K | Sell |
9,099
-48
| -0.5% | -$1.81K | 0.3% | 55 |
|
|
2023
Q2 | $373K | Sell |
9,147
-355
| -4% | -$14.5K | 0.3% | 52 |
|
|
2023
Q1 | $398K | Buy |
9,502
+183
| +2% | +$7.67K | 0.3% | 43 |
|
|
2022
Q4 | $403K | Buy |
9,319
+393
| +4% | +$17K | 0.34% | 43 |
|
|
2022
Q3 | $334K | Buy |
8,926
+600
| +7% | +$22.5K | 0.29% | 52 |
|
|
2022
Q2 | $377K | Sell |
8,326
-58
| -0.7% | -$2.63K | 0.32% | 42 |
|
|
2022
Q1 | $399K | Sell |
8,384
-1,858
| -18% | -$88.4K | 0.34% | 44 |
|
|
2021
Q4 | $592K | Buy |
+10,242
| New | +$592K | 0.44% | 15 |
|