Arete Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Buy |
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|
2025
Q2 | $300K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $261K | Sell |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $673K | Buy |
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|
2018
Q3 | $591K | Buy |
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|
2018
Q2 | $573K | Buy |
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|
2018
Q1 | $408K | Buy |
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