Bogart Wealth LLC’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79K | Buy |
226
+9
| +4% | +$390 | ﹤0.01% | 796 |
|
|
2025
Q1 | $10K | Buy |
217
+33
| +18% | +$1.52K | ﹤0.01% | 746 |
|
|
2024
Q4 | $6.93K | Hold |
184
| – | – | ﹤0.01% | 810 |
|
|
2024
Q3 | $7.46K | Hold |
184
| – | – | ﹤0.01% | 755 |
|
|
2024
Q2 | $6.37K | Hold |
184
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $6.91K | Hold |
184
| – | – | ﹤0.01% | 702 |
|
|
2023
Q4 | $6.61K | Hold |
184
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $6.95K | Hold |
184
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $7.5K | Hold |
184
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $7.71K | Hold |
184
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $7.95K | Hold |
184
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $7K | Hold |
184
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $8K | Buy |
+184
| New | +$8K | ﹤0.01% | 572 |
|