Avantax Planning Partners’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 | $242K | Sell |
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|
2025
Q2 | $299K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $388K | Sell |
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|
2018
Q4 | $419K | Hold |
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|
2018
Q3 | $405K | Buy |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $483K | Sell |
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|
2017
Q1 | $497K | Sell |
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|
2016
Q4 | $493K | Buy |
|