WP
WealthSource Partners’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,616
| Closed | -$377K | – | 469 |
|
|
2021
Q1 | $377K | Buy |
8,616
+796
| +10% | +$34.8K | 0.04% | 300 |
|
|
2020
Q4 | $330K | Buy |
+7,820
| New | +$330K | 0.04% | 274 |
|
|
2018
Q4 | – | Sell |
-5,058
| Closed | -$221K | – | 314 |
|
|
2018
Q3 | $221K | Buy |
+5,058
| New | +$221K | 0.06% | 277 |
|