Avantax Planning Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
6,898
-475
| -6% | -$20.6K | 0.01% | 352 |
|
|
2025
Q1 | $340K | Sell |
7,373
-58
| -0.8% | -$2.67K | 0.01% | 315 |
|
|
2024
Q4 | $280K | Buy |
7,431
+208
| +3% | +$7.83K | 0.01% | 344 |
|
|
2024
Q3 | $293K | Hold |
7,223
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $250K | Hold |
7,223
| – | – | 0.01% | 396 |
|
|
2024
Q1 | $271K | Buy |
+7,223
| New | +$271K | 0.01% | 381 |
|
|
2023
Q2 | – | Sell |
-4,904
| Closed | -$205K | – | 376 |
|
|
2023
Q1 | $205K | Buy |
+4,904
| New | +$205K | 0.01% | 355 |
|
|
2022
Q1 | – | Sell |
-7,642
| Closed | -$315K | – | 368 |
|
|
2021
Q4 | $315K | Buy |
7,642
+238
| +3% | +$9.81K | 0.01% | 271 |
|
|
2021
Q3 | $255K | Buy |
7,404
+402
| +6% | +$13.8K | 0.01% | 283 |
|
|
2021
Q2 | $221K | Sell |
7,002
-19
| -0.3% | -$600 | 0.01% | 299 |
|
|
2021
Q1 | $219K | Sell |
7,021
-1,458
| -17% | -$45.5K | 0.01% | 283 |
|
|
2020
Q4 | $255K | Sell |
8,479
-504
| -6% | -$15.2K | 0.01% | 245 |
|
|
2020
Q3 | $229K | Sell |
8,983
-1,981
| -18% | -$50.5K | 0.01% | 264 |
|
|
2020
Q2 | $284K | Buy |
10,964
+20
| +0.2% | +$518 | 0.02% | 222 |
|
|
2020
Q1 | $287K | Sell |
10,944
-67
| -0.6% | -$1.76K | 0.02% | 208 |
|
|
2019
Q4 | $358K | Sell |
11,011
-61
| -0.6% | -$1.98K | 0.02% | 210 |
|
|
2019
Q3 | $381K | Sell |
11,072
-16
| -0.1% | -$551 | 0.02% | 206 |
|
|
2019
Q2 | $386K | Buy |
11,088
+224
| +2% | +$7.8K | 0.03% | 202 |
|
|
2019
Q1 | $388K | Sell |
10,864
-2,154
| -17% | -$76.9K | 0.03% | 196 |
|
|
2018
Q4 | $419K | Hold |
13,018
| – | – | 0.03% | 159 |
|
|
2018
Q3 | $405K | Buy |
13,018
+369
| +3% | +$11.5K | 0.03% | 158 |
|
|
2018
Q2 | $384K | Sell |
12,649
-328
| -3% | -$9.96K | 0.03% | 153 |
|
|
2018
Q1 | $360K | Buy |
12,977
+23
| +0.2% | +$638 | 0.03% | 206 |
|
|
2017
Q4 | $364K | Sell |
12,954
-6,394
| -33% | -$180K | 0.03% | 207 |
|
|
2017
Q3 | $520K | Buy |
19,348
+568
| +3% | +$15.3K | 0.04% | 203 |
|
|
2017
Q2 | $483K | Sell |
18,780
-600
| -3% | -$15.4K | 0.04% | 196 |
|
|
2017
Q1 | $497K | Sell |
19,380
-94
| -0.5% | -$2.41K | 0.04% | 180 |
|
|
2016
Q4 | $493K | Buy |
+19,474
| New | +$493K | 0.05% | 165 |
|