Wealthspire Advisors (Maryland)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $463K | Buy |
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|
2020
Q1 | $468K | Sell |
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|
2019
Q4 | $608K | Sell |
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|
2019
Q3 | $648K | Sell |
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|
2019
Q2 | $741K | Buy |
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|
2019
Q1 | $758K | Buy |
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|
2018
Q4 | $679K | Buy |
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|
2018
Q3 | $584K | Sell |
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|
2018
Q2 | $577K | Buy |
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|
2018
Q1 | $492K | Buy |
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|
2017
Q4 | $447K | Buy |
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|
2017
Q3 | $422K | Buy |
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|
2017
Q2 | $350K | Buy |
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|
2017
Q1 | $346K | Buy |
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|
2016
Q4 | $337K | Sell |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $375K | Sell |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $146K | Buy |
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