Baker Tilly Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,473
| Closed | -$243K | – | 326 |
|
|
2024
Q1 | $243K | Sell |
6,473
-42
| -0.6% | -$1.58K | 0.04% | 381 |
|
|
2023
Q4 | $234K | Buy |
6,515
+133
| +2% | +$4.78K | 0.04% | 422 |
|
|
2023
Q3 | $241K | Sell |
6,382
-29
| -0.5% | -$1.1K | 0.04% | 404 |
|
|
2023
Q2 | $261K | Sell |
6,411
-181
| -3% | -$7.37K | 0.03% | 474 |
|
|
2023
Q1 | $276K | Buy |
6,592
+331
| +5% | +$13.9K | 0.03% | 464 |
|
|
2022
Q4 | $271K | Buy |
6,261
+605
| +11% | +$26.2K | 0.03% | 450 |
|
|
2022
Q3 | $212K | Buy |
5,656
+2
| +0% | +$75 | 0.03% | 467 |
|
|
2022
Q2 | $256K | Buy |
5,654
+18
| +0.3% | +$815 | 0.03% | 433 |
|
|
2022
Q1 | $268K | Sell |
5,636
-11
| -0.2% | -$523 | 0.03% | 445 |
|
|
2021
Q4 | $233K | Buy |
+5,647
| New | +$233K | 0.03% | 475 |
|
|
2021
Q2 | – | Sell |
-6,488
| Closed | -$202K | – | 495 |
|
|
2021
Q1 | $202K | Buy |
+6,488
| New | +$202K | 0.04% | 447 |
|