Arete Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
+6,918
| New | +$300K | 0.02% | 557 |
|
|
2022
Q1 | – | Sell |
-4,952
| Closed | -$204K | – | 521 |
|
|
2021
Q4 | $204K | Buy |
+4,952
| New | +$204K | 0.02% | 478 |
|
|
2019
Q4 | – | Sell |
-7,565
| Closed | -$261K | – | 399 |
|
|
2019
Q3 | $261K | Sell |
7,565
-1,538
| -17% | -$53.1K | 0.05% | 319 |
|
|
2019
Q2 | $311K | Buy |
+9,103
| New | +$311K | 0.06% | 288 |
|
|
2019
Q1 | – | Sell |
-20,933
| Closed | -$673K | – | 394 |
|
|
2018
Q4 | $673K | Buy |
20,933
+1,958
| +10% | +$63K | 0.16% | 157 |
|
|
2018
Q3 | $591K | Buy |
18,975
+114
| +0.6% | +$3.55K | 0.13% | 172 |
|
|
2018
Q2 | $573K | Buy |
18,861
+4,210
| +29% | +$128K | 0.14% | 176 |
|
|
2018
Q1 | $408K | Buy |
+14,651
| New | +$408K | 0.14% | 188 |
|