Capital Wealth Planning’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $287K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $204K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $166K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.28M | Buy |
|