WFG Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $87K | Buy |
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|
2017
Q1 | $86K | Buy |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $58K | Buy |
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $50K | Buy |
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|
2015
Q3 | $53K | Buy |
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|
2015
Q2 | $4K | Sell |
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|
2015
Q1 | $9K | Sell |
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|
2014
Q4 | $290K | Sell |
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|
2014
Q3 | $566K | Sell |
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|
2014
Q2 | $611K | Sell |
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|
2014
Q1 | $673K | Sell |
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|
2013
Q4 | $640K | Sell |
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|
2013
Q3 | $805K | Sell |
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|
2013
Q2 | $887K | Buy |
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