Beaird Harris Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652 | Buy |
+15
| New | +$652 | ﹤0.01% | 588 |
|
|
2024
Q2 | – | Sell |
-19
| Closed | -$714 | – | 740 |
|
|
2024
Q1 | $714 | Sell |
19
-145
| -88% | -$5.45K | ﹤0.01% | 571 |
|
|
2023
Q4 | $5.89K | Buy |
+164
| New | +$5.89K | ﹤0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$2K | – | 472 |
|
|
2022
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 516 |
|