CIC Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $220K | Buy |
+5,420
| New | +$220K | 0.06% | 163 |
|
|
2024
Q2 | – | Sell |
-5,393
| Closed | -$203K | – | 162 |
|
|
2024
Q1 | $203K | Sell |
5,393
-642
| -11% | -$24.1K | 0.06% | 156 |
|
|
2023
Q4 | $217K | Buy |
6,035
+12
| +0.2% | +$431 | 0.07% | 148 |
|
|
2023
Q3 | $228K | Buy |
6,023
+11
| +0.2% | +$416 | 0.08% | 135 |
|
|
2023
Q2 | $245K | Sell |
6,012
-81
| -1% | -$3.3K | 0.08% | 134 |
|
|
2023
Q1 | $255K | Buy |
6,093
+10
| +0.2% | +$419 | 0.1% | 129 |
|
|
2022
Q4 | $263K | Buy |
+6,083
| New | +$263K | 0.11% | 123 |
|