Avestar Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,625
| Closed | -$213K | – | 441 |
|
|
2025
Q1 | $213K | Sell |
4,625
-950
| -17% | -$43.8K | 0.02% | 395 |
|
|
2024
Q4 | $210K | Buy |
5,575
+508
| +10% | +$19.1K | 0.02% | 438 |
|
|
2024
Q3 | $205K | Buy |
+5,067
| New | +$205K | 0.02% | 409 |
|
|
2019
Q3 | – | Sell |
-139
| Closed | -$3K | – | 393 |
|
|
2019
Q2 | $3K | Hold |
139
| – | – | ﹤0.01% | 632 |
|
|
2019
Q1 | $3K | Hold |
139
| – | – | ﹤0.01% | 611 |
|
|
2018
Q4 | $3K | Hold |
139
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $3K | Buy |
139
+30
| +28% | +$647 | ﹤0.01% | 595 |
|
|
2018
Q2 | $2K | Buy |
109
+47
| +76% | +$862 | ﹤0.01% | 675 |
|
|
2018
Q1 | $1K | Buy |
62
+17
| +38% | +$274 | ﹤0.01% | 712 |
|
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 690 |
|