THWM
Taylor Hoffman Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-387
| Closed | -$14K | – | 198 |
|
|
2020
Q2 | $14K | Buy |
+387
| New | +$14K | 0.01% | 272 |
|
|
2020
Q1 | – | Sell |
-387
| Closed | -$18K | – | 201 |
|
|
2019
Q4 | $18K | Hold |
387
| – | – | 0.01% | 278 |
|
|
2019
Q3 | $19K | Hold |
387
| – | – | 0.01% | 269 |
|
|
2019
Q2 | $19K | Hold |
387
| – | – | 0.02% | 255 |
|
|
2019
Q1 | $19K | Hold |
387
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $17K | Hold |
387
| – | – | 0.02% | 248 |
|
|
2018
Q3 | $17K | Hold |
387
| – | – | 0.01% | 249 |
|
|
2018
Q2 | $16K | Hold |
387
| – | – | 0.01% | 236 |
|
|
2018
Q1 | $15K | Hold |
387
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $15K | Buy |
+387
| New | +$15K | 0.01% | 260 |
|