Carolinas Wealth Consulting’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-245
| Closed | -$11.3K | – | 296 |
|
|
2025
Q1 | $11.3K | Sell |
245
-23
| -9% | -$1.06K | ﹤0.01% | 521 |
|
|
2024
Q4 | $10.1K | Buy |
268
+2
| +0.8% | +$75 | ﹤0.01% | 545 |
|
|
2024
Q3 | $10.8K | Buy |
266
+12
| +5% | +$486 | ﹤0.01% | 555 |
|
|
2024
Q2 | $8.79K | Buy |
254
+47
| +23% | +$1.63K | ﹤0.01% | 577 |
|
|
2024
Q1 | $7.78K | Buy |
207
+10
| +5% | +$376 | ﹤0.01% | 595 |
|
|
2023
Q4 | $7.07K | Hold |
197
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $7.67K | Sell |
197
-239
| -55% | -$9.31K | ﹤0.01% | 553 |
|
|
2023
Q2 | $17.8K | Buy |
436
+2
| +0.5% | +$81 | ﹤0.01% | 498 |
|
|
2023
Q1 | $18.2K | Buy |
434
+2
| +0.5% | +$84 | ﹤0.01% | 508 |
|
|
2022
Q4 | $18.7K | Buy |
432
+17
| +4% | +$735 | ﹤0.01% | 508 |
|
|
2022
Q3 | $16K | Buy |
415
+1
| +0.2% | +$39 | ﹤0.01% | 478 |
|
|
2022
Q2 | $19K | Buy |
414
+2
| +0.5% | +$92 | ﹤0.01% | 455 |
|
|
2022
Q1 | $20K | Sell |
412
-164
| -28% | -$7.96K | ﹤0.01% | 479 |
|
|
2021
Q4 | $24K | Buy |
576
+3
| +0.5% | +$125 | 0.01% | 456 |
|
|
2021
Q3 | $20K | Buy |
573
+297
| +108% | +$10.4K | ﹤0.01% | 469 |
|
|
2021
Q2 | $9K | Hold |
276
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $9K | Hold |
276
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $8K | Hold |
276
| – | – | ﹤0.01% | 597 |
|
|
2020
Q3 | $7K | Buy |
276
+77
| +39% | +$1.95K | ﹤0.01% | 527 |
|
|
2020
Q2 | $5K | Buy |
+199
| New | +$5K | ﹤0.01% | 397 |
|