WWM
Willingdon Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12K | Hold |
320
| – | – | ﹤0.01% | 195 |
|
|
2019
Q4 | $15K | Sell |
320
-56
| -15% | -$2.63K | ﹤0.01% | 228 |
|
|
2019
Q3 | $18K | Buy |
376
+56
| +18% | +$2.68K | ﹤0.01% | 217 |
|
|
2019
Q2 | $15K | Hold |
320
| – | – | ﹤0.01% | 217 |
|
|
2019
Q1 | $16K | Hold |
320
| – | – | ﹤0.01% | 226 |
|
|
2018
Q4 | $14K | Sell |
320
-105
| -25% | -$4.59K | ﹤0.01% | 250 |
|
|
2018
Q3 | $19K | Buy |
425
+105
| +33% | +$4.69K | 0.01% | 268 |
|
|
2018
Q2 | $14K | Hold |
320
| – | – | ﹤0.01% | 249 |
|
|
2018
Q1 | $12K | Sell |
320
-284
| -47% | -$10.7K | ﹤0.01% | 243 |
|
|
2017
Q4 | $24K | Buy |
604
+284
| +89% | +$11.3K | 0.01% | 185 |
|
|
2017
Q3 | $12K | Buy |
+320
| New | +$12K | ﹤0.01% | 210 |
|