WMS
Wealth Management Solutions’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $284K | Buy |
7,527
+6
| +0.1% | +$227 | 0.2% | 65 |
|
|
2023
Q2 | $306K | Sell |
7,521
-2,570
| -25% | -$105K | 0.2% | 65 |
|
|
2023
Q1 | $423K | Sell |
10,091
-6,618
| -40% | -$277K | 0.24% | 48 |
|
|
2022
Q4 | $722K | Buy |
16,709
+10,472
| +168% | +$452K | 0.38% | 35 |
|
|
2022
Q3 | $234K | Buy |
6,237
+21
| +0.3% | +$788 | 0.14% | 70 |
|
|
2022
Q2 | $282K | Buy |
6,216
+351
| +6% | +$15.9K | 0.16% | 64 |
|
|
2022
Q1 | $279K | Sell |
5,865
-62
| -1% | -$2.95K | 0.15% | 89 |
|
|
2021
Q4 | $342K | Buy |
+5,927
| New | +$342K | 0.18% | 81 |
|