B.O.S.S. Retirement Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-108,910
| Closed | -$4.42M | – | 220 |
|
|
2024
Q3 | $4.42M | Buy |
108,910
+13,304
| +14% | +$539K | 0.89% | 36 |
|
|
2024
Q2 | $3.31M | Sell |
95,606
-3,332
| -3% | -$115K | 0.85% | 40 |
|
|
2024
Q1 | $3.55M | Sell |
98,938
-4,937
| -5% | -$177K | 1.36% | 16 |
|
|
2023
Q4 | $3.73M | Buy |
103,875
+4,011
| +4% | +$144K | 0.72% | 32 |
|
|
2023
Q3 | $3.77M | Buy |
99,864
+3,776
| +4% | +$143K | 0.81% | 23 |
|
|
2023
Q2 | $3.91M | Buy |
96,088
+42,502
| +79% | +$1.73M | 0.83% | 23 |
|
|
2023
Q1 | $2.24M | Buy |
53,586
+4,233
| +9% | +$177K | 0.53% | 56 |
|
|
2022
Q4 | $2.13M | Buy |
+49,353
| New | +$2.13M | 0.55% | 62 |
|