Aurora Private Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
4,979
| – | – | 0.16% | 149 |
|
|
2025
Q1 | $229K | Buy |
+4,979
| New | +$229K | 0.18% | 127 |
|
|
2024
Q4 | – | Sell |
-4,979
| Closed | -$202K | – | 160 |
|
|
2024
Q3 | $202K | Buy |
+4,979
| New | +$202K | 0.16% | 147 |
|
|
2023
Q4 | – | Sell |
-5,419
| Closed | -$205K | – | 161 |
|
|
2023
Q3 | $205K | Hold |
5,419
| – | – | 0.23% | 121 |
|
|
2023
Q2 | $221K | Hold |
5,419
| – | – | 0.25% | 114 |
|
|
2023
Q1 | $227K | Sell |
5,419
-89
| -2% | -$3.73K | 0.24% | 125 |
|
|
2022
Q4 | $238K | Buy |
5,508
+1
| +0% | +$43 | 0.27% | 117 |
|
|
2022
Q3 | $206K | Buy |
5,507
+1
| +0% | +$37 | 0.1% | 157 |
|
|
2022
Q2 | $250K | Sell |
5,506
-3
| -0.1% | -$136 | 0.11% | 134 |
|
|
2022
Q1 | $262K | Sell |
5,509
-2,213
| -29% | -$105K | 0.11% | 155 |
|
|
2021
Q4 | $318K | Buy |
7,722
+1
| +0% | +$41 | 0.14% | 131 |
|
|
2021
Q3 | $266K | Hold |
7,721
| – | – | 0.11% | 166 |
|
|
2021
Q2 | $244K | Buy |
7,721
+2
| +0% | +$63 | 0.1% | 173 |
|
|
2021
Q1 | $241K | Sell |
7,719
-176
| -2% | -$5.5K | 0.1% | 175 |
|
|
2020
Q4 | $238K | Sell |
7,895
-699
| -8% | -$21.1K | 0.1% | 175 |
|
|
2020
Q3 | $219K | Buy |
8,594
+1
| +0% | +$25 | 0.09% | 168 |
|
|
2020
Q2 | $222K | Sell |
8,593
-8,589
| -50% | -$222K | 0.1% | 149 |
|
|
2020
Q1 | $451K | Buy |
17,182
+8,592
| +100% | +$226K | 0.16% | 132 |
|
|
2019
Q4 | $279K | Buy |
+8,590
| New | +$279K | 0.1% | 148 |
|