WKWM
Walter & Keenan Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,800
| Closed | -$189K | – | 179 |
|
|
2017
Q4 | $189K | Buy |
+4,800
| New | +$189K | 0.08% | 171 |
|
|
2017
Q3 | – | Sell |
-6,300
| Closed | -$227K | – | 167 |
|
|
2017
Q2 | $227K | Hold |
6,300
| – | – | 0.11% | 142 |
|
|
2017
Q1 | $227K | Hold |
6,300
| – | – | 0.12% | 132 |
|
|
2016
Q4 | $224K | Hold |
6,300
| – | – | 0.12% | 132 |
|
|
2016
Q3 | $210K | Hold |
6,300
| – | – | 0.12% | 132 |
|
|
2016
Q2 | $229K | Hold |
6,300
| – | – | 0.13% | 123 |
|
|
2016
Q1 | $226K | Buy |
+6,300
| New | +$226K | 0.13% | 122 |
|
|
2015
Q2 | – | Sell |
-6,950
| Closed | -$234K | – | 141 |
|
|
2015
Q1 | $234K | Hold |
6,950
| – | – | 0.13% | 126 |
|
|
2014
Q4 | $258K | Hold |
6,950
| – | – | 0.15% | 118 |
|
|
2014
Q3 | $237K | Hold |
6,950
| – | – | 0.14% | 127 |
|
|
2014
Q2 | $254K | Sell |
6,950
-1,400
| -17% | -$51.2K | 0.13% | 126 |
|
|
2014
Q1 | $280K | Buy |
+8,350
| New | +$280K | 0.15% | 109 |
|