WCM
Windsor Capital Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,792
| Closed | -$228K | – | 119 |
|
|
2017
Q4 | $228K | Buy |
+5,792
| New | +$228K | 0.11% | 103 |
|
|
2016
Q3 | – | Sell |
-19,826
| Closed | -$720K | – | 118 |
|
|
2016
Q2 | $720K | Buy |
19,826
+216
| +1% | +$7.84K | 0.42% | 54 |
|
|
2016
Q1 | $703K | Buy |
+19,610
| New | +$703K | 0.44% | 57 |
|
|
2015
Q4 | – | Sell |
-4,418
| Closed | -$131K | – | 192 |
|
|
2015
Q3 | $131K | Buy |
+4,418
| New | +$131K | 0.08% | 115 |
|
|
2014
Q1 | – | Sell |
-4,147
| Closed | -$114K | – | 139 |
|
|
2013
Q4 | $114K | Buy |
4,147
+2
| +0% | +$55 | 0.07% | 111 |
|
|
2013
Q3 | $123K | Sell |
4,145
-1,903
| -31% | -$56.5K | 0.07% | 102 |
|
|
2013
Q2 | $187K | Buy |
+6,048
| New | +$187K | 0.11% | 77 |
|