Carolina Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.51K | Hold |
150
| – | – | ﹤0.01% | 171 |
|
2025
Q1 | $6.91K | Hold |
150
| – | – | ﹤0.01% | 163 |
|
2024
Q4 | $5.65K | Hold |
150
| – | – | ﹤0.01% | 189 |
|
2024
Q3 | $6.08K | Hold |
150
| – | – | ﹤0.01% | 210 |
|
2024
Q2 | $5.19K | Hold |
150
| – | – | ﹤0.01% | 166 |
|
2024
Q1 | $5.64K | Buy |
+150
| New | +$5.64K | ﹤0.01% | 167 |
|