B. Riley Wealth 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 | $824K | Buy |
21,879
+561
| +3% | +$21.1K | 0.03% | 518 |
|
|
2024
Q3 | $865K | Buy |
21,318
+3,244
| +18% | +$132K | 0.02% | 540 |
|
|
2024
Q2 | $626K | Sell |
18,074
-4,174
| -19% | -$144K | 0.02% | 712 |
|
|
2024
Q1 | $841K | Buy |
22,248
+2,075
| +10% | +$78.4K | 0.02% | 587 |
|
|
2023
Q4 | $724K | Sell |
20,173
-2,075
| -9% | -$74.5K | 0.02% | 644 |
|
|
2023
Q3 | $841K | Buy |
22,248
+563
| +3% | +$21.3K | 0.02% | 587 |
|
|
2023
Q2 | $883K | Sell |
21,685
-55
| -0.3% | -$2.24K | 0.02% | 608 |
|
|
2023
Q1 | $911K | Buy |
21,740
+5,917
| +37% | +$248K | 0.02% | 567 |
|
|
2022
Q4 | $684K | Buy |
15,823
+1,097
| +7% | +$47.4K | 0.02% | 668 |
|
|
2022
Q3 | $552K | Buy |
14,726
+5,036
| +52% | +$189K | 0.02% | 713 |
|
|
2022
Q2 | $440K | Sell |
9,690
-255
| -3% | -$11.6K | 0.02% | 712 |
|
|
2022
Q1 | $474K | Sell |
9,945
-3,940
| -28% | -$188K | 0.02% | 777 |
|
|
2021
Q4 | $573K | Sell |
13,885
-1,660
| -11% | -$68.5K | 0.02% | 743 |
|
|
2021
Q3 | $536K | Buy |
15,545
+345
| +2% | +$11.9K | 0.02% | 740 |
|
|
2021
Q2 | $481K | Buy |
15,200
+1,006
| +7% | +$31.8K | 0.02% | 786 |
|
|
2021
Q1 | $444K | Buy |
14,194
+2,113
| +17% | +$66.1K | 0.02% | 792 |
|
|
2020
Q4 | $364K | Sell |
12,081
-4,465
| -27% | -$135K | 0.02% | 656 |
|
|
2020
Q3 | $425K | Buy |
16,546
+1,905
| +13% | +$48.9K | 0.02% | 595 |
|
|
2020
Q2 | $380K | Sell |
14,641
-1,092
| -7% | -$28.3K | 0.03% | 543 |
|
|
2020
Q1 | $414K | Sell |
15,733
-1,845
| -10% | -$48.6K | 0.04% | 443 |
|
|
2019
Q4 | $572K | Sell |
17,578
-198
| -1% | -$6.44K | 0.05% | 392 |
|
|
2019
Q3 | $613K | Buy |
17,776
+473
| +3% | +$16.3K | 0.06% | 332 |
|
|
2019
Q2 | $592K | Buy |
17,303
+147
| +0.9% | +$5.03K | 0.06% | 316 |
|
|
2019
Q1 | $614K | Sell |
17,156
-6,731
| -28% | -$241K | 0.08% | 277 |
|
|
2018
Q4 | $769K | Buy |
23,887
+1,670
| +8% | +$53.8K | 0.11% | 202 |
|
|
2018
Q3 | $692K | Sell |
22,217
-2,946
| -12% | -$91.8K | 0.08% | 262 |
|
|
2018
Q2 | $766K | Sell |
25,163
-3,373
| -12% | -$103K | 0.1% | 216 |
|
|
2018
Q1 | $796K | Sell |
28,536
-2,813
| -9% | -$78.5K | 0.11% | 202 |
|
|
2017
Q4 | $883K | Sell |
31,349
-1,557
| -5% | -$43.9K | 0.12% | 191 |
|
|
2017
Q3 | $885K | Sell |
32,906
-2,643
| -7% | -$71.1K | 0.15% | 159 |
|
|
2017
Q2 | $916K | Sell |
35,549
-189
| -0.5% | -$4.87K | 0.17% | 163 |
|
|
2017
Q1 | $919K | Buy |
35,738
+1,082
| +3% | +$27.8K | 0.18% | 140 |
|
|
2016
Q4 | $878K | Buy |
34,656
+3,362
| +11% | +$85.2K | 0.18% | 142 |
|
|
2016
Q3 | $493K | Sell |
31,294
-9,088
| -23% | -$143K | 0.1% | 266 |
|
|
2016
Q2 | $644K | Sell |
40,382
-2,542
| -6% | -$40.5K | 0.13% | 200 |
|
|
2016
Q1 | $709K | Buy |
42,924
+15,288
| +55% | +$253K | 0.16% | 156 |
|
|
2015
Q4 | $548K | Buy |
27,636
+5,798
| +27% | +$115K | 0.11% | 223 |
|
|
2015
Q3 | $463K | Buy |
21,838
+368
| +2% | +$7.8K | 0.11% | 248 |
|
|
2015
Q2 | $483K | Buy |
21,470
+4,933
| +30% | +$111K | 0.12% | 216 |
|
|
2015
Q1 | $396K | Sell |
16,537
-4,909
| -23% | -$118K | 0.1% | 281 |
|
|
2014
Q4 | $2.84K | Buy |
21,446
+8,514
| +66% | +$1.13K | 0.06% | 419 |
|
|
2014
Q3 | $314K | Sell |
12,932
-575
| -4% | -$14K | 0.08% | 347 |
|
|
2014
Q2 | $351K | Buy |
13,507
+6,085
| +82% | +$158K | 0.08% | 267 |
|
|
2014
Q1 | $178K | Buy |
7,422
+1,471
| +25% | +$35.3K | 0.05% | 426 |
|
|
2013
Q4 | $116K | Sell |
5,951
-12,377
| -68% | -$241K | 0.04% | 512 |
|
|
2013
Q3 | $387K | Buy |
18,328
+181
| +1% | +$3.82K | 0.13% | 176 |
|
|
2013
Q2 | $400K | Buy |
+18,147
| New | +$400K | 0.14% | 177 |
|