WCAM
West Coast Asset Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.64M | Sell |
77,523
-1,679
| -2% | -$57.2K | 4.93% | 11 |
|
|
2014
Q2 | $2.89M | Buy |
79,202
+2,436
| +3% | +$88.9K | 5.08% | 11 |
|
|
2014
Q1 | $2.58M | Sell |
76,766
-31,955
| -29% | -$1.07M | 5.66% | 11 |
|
|
2013
Q4 | $2.98M | Sell |
108,721
-7,983
| -7% | -$219K | 4.47% | 12 |
|
|
2013
Q3 | $3.46M | Buy |
116,704
+1,448
| +1% | +$42.9K | 5.29% | 10 |
|
|
2013
Q2 | $3.56M | Buy |
+115,256
| New | +$3.56M | 5.59% | 9 |
|