Centennial Wealth Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
+10,481
| New | +$455K | 0.14% | 100 |
|
|
2024
Q2 | – | Sell |
-8,368
| Closed | -$314K | – | 143 |
|
|
2024
Q1 | $314K | Buy |
8,368
+9
| +0.1% | +$338 | 0.15% | 97 |
|
|
2023
Q4 | $300K | Buy |
8,359
+138
| +2% | +$4.95K | 0.15% | 101 |
|
|
2023
Q3 | $311K | Sell |
8,221
-235
| -3% | -$8.88K | 0.17% | 93 |
|
|
2023
Q2 | $344K | Sell |
8,456
-159
| -2% | -$6.48K | 0.18% | 85 |
|
|
2023
Q1 | $361K | Buy |
8,615
+251
| +3% | +$10.5K | 0.19% | 75 |
|
|
2022
Q4 | $362K | Buy |
8,364
+1,185
| +17% | +$51.2K | 0.2% | 72 |
|
|
2022
Q3 | $269K | Buy |
7,179
+2,119
| +42% | +$79.4K | 0.16% | 73 |
|
|
2022
Q2 | $229K | Buy |
+5,060
| New | +$229K | 0.13% | 103 |
|