Avion 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 | $8K | Buy |
205
+98
| +92% | +$3.82K | ﹤0.01% | 516 |
|
|
2025
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $4K | Sell |
107
-16
| -13% | -$598 | ﹤0.01% | 576 |
|
|
2024
Q3 | $4K | Buy |
123
+24
| +24% | +$780 | ﹤0.01% | 556 |
|
|
2024
Q2 | $3K | Buy |
99
+41
| +71% | +$1.24K | ﹤0.01% | 554 |
|
|
2024
Q1 | $3K | Buy |
58
+19
| +49% | +$983 | ﹤0.01% | 551 |
|
|
2023
Q4 | $1K | Sell |
39
-11
| -22% | -$282 | ﹤0.01% | 779 |
|
|
2023
Q3 | $1K | Buy |
50
+13
| +35% | +$260 | ﹤0.01% | 622 |
|
|
2023
Q2 | $1K | Buy |
37
+20
| +118% | +$541 | ﹤0.01% | 566 |
|
|
2023
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 599 |
|