WAM
Worth Asset Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-312
| Closed | -$12.7K | – | 194 |
|
|
2023
Q2 | $12.7K | Buy |
312
+2
| +0.6% | +$82 | 0.01% | 276 |
|
|
2023
Q1 | $13K | Buy |
310
+3
| +1% | +$126 | 0.01% | 300 |
|
|
2022
Q4 | $13.3K | Sell |
307
-25
| -8% | -$1.08K | 0.01% | 282 |
|
|
2022
Q3 | $12K | Sell |
332
-1,666
| -83% | -$60.2K | 0.01% | 261 |
|
|
2022
Q2 | $91K | Buy |
1,998
+598
| +43% | +$27.2K | 0.06% | 135 |
|
|
2022
Q1 | $65K | Buy |
+1,400
| New | +$65K | 0.04% | 174 |
|