Weatherly Asset Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-5,724
Closed -$149K 159
2014
Q2
$149K Buy
+5,724
New +$149K 0.06% 171
2013
Q4
Sell
-16,249
Closed -$344K 144
2013
Q3
$344K Sell
16,249
-701
-4% -$14.8K 0.17% 106
2013
Q2
$373K Buy
+16,950
New +$373K 0.21% 94