WLPWM
Walled Lake Planning & Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79,867
| Closed | -$3.45M | – | 90 |
|
|
2022
Q4 | $3.45M | Sell |
79,867
-793
| -1% | -$34.3K | 2.35% | 20 |
|
|
2022
Q3 | $3.02M | Buy |
80,660
+1,985
| +3% | +$74.4K | 2.11% | 25 |
|
|
2022
Q2 | $3.57M | Buy |
78,675
+2,687
| +4% | +$122K | 2.46% | 21 |
|
|
2022
Q1 | $3.62M | Buy |
75,988
+1,911
| +3% | +$91K | 2.15% | 21 |
|
|
2021
Q4 | $4.28M | Sell |
74,077
-622
| -0.8% | -$35.9K | 2.48% | 17 |
|
|
2021
Q3 | $3.61M | Buy |
74,699
+2,253
| +3% | +$109K | 2.23% | 20 |
|
|
2021
Q2 | $3.21M | Buy |
72,446
+1,113
| +2% | +$49.3K | 2.09% | 21 |
|
|
2021
Q1 | $3.12M | Buy |
71,333
+1,843
| +3% | +$80.6K | 2.16% | 20 |
|
|
2020
Q4 | $2.93M | Buy |
69,490
+832
| +1% | +$35.1K | 2.23% | 18 |
|
|
2020
Q3 | $2.46M | Buy |
+68,658
| New | +$2.46M | 1.99% | 19 |
|