Cassady Schiller Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.09K | Buy |
82
+58
| +242% | +$2.18K | ﹤0.01% | 501 |
|
|
2024
Q3 | $973 | Hold |
24
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $831 | Hold |
24
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $902 | Buy |
+24
| New | +$902 | ﹤0.01% | 458 |
|
|
2022
Q1 | – | Sell |
-39
| Closed | -$2K | – | 273 |
|
|
2021
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 397 |
|