Western Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,535
| Closed | -$244K | – | 656 |
|
|
2022
Q3 | $244K | Buy |
6,535
+112
| +2% | +$4.18K | 0.01% | 692 |
|
|
2022
Q2 | $287K | Buy |
6,423
+311
| +5% | +$13.9K | 0.02% | 630 |
|
|
2022
Q1 | $291K | Sell |
6,112
-491
| -7% | -$23.4K | 0.01% | 685 |
|
|
2021
Q4 | $273K | Buy |
+6,603
| New | +$273K | 0.03% | 500 |
|
|
2019
Q2 | – | Sell |
-5,719
| Closed | -$203K | – | 401 |
|
|
2019
Q1 | $203K | Buy |
+5,719
| New | +$203K | 0.05% | 362 |
|