CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
49,769
-1,875
| -4% | -$81.4K | 0.04% | 123 |
|
|
2025
Q1 | $2.38M | Buy |
51,644
+1,505
| +3% | +$69.4K | 0.04% | 110 |
|
|
2024
Q4 | $1.89M | Buy |
50,139
+368
| +0.7% | +$13.9K | 0.04% | 116 |
|
|
2024
Q3 | $2.02M | Buy |
49,771
+1,036
| +2% | +$42K | 0.05% | 114 |
|
|
2024
Q2 | $1.69M | Sell |
48,735
-765
| -2% | -$26.5K | 0.04% | 120 |
|
|
2024
Q1 | $1.86M | Sell |
49,500
-30
| -0.1% | -$1.13K | 0.04% | 105 |
|
|
2023
Q4 | $1.78M | Buy |
49,530
+1,330
| +3% | +$47.7K | 0.04% | 114 |
|
|
2023
Q3 | $1.82M | Hold |
48,200
| – | – | 0.05% | 99 |
|
|
2023
Q2 | $1.96M | Sell |
48,200
-310
| -0.6% | -$12.6K | 0.06% | 102 |
|
|
2023
Q1 | $2.03M | Buy |
48,510
+310
| +0.6% | +$13K | 0.06% | 99 |
|
|
2022
Q4 | $2.08M | Hold |
48,200
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $1.81M | Hold |
48,200
| – | – | 0.22% | 42 |
|
|
2022
Q2 | $2.18M | Hold |
48,200
| – | – | 0.09% | 95 |
|
|
2022
Q1 | $2.3M | Sell |
48,200
-38
| -0.1% | -$1.81K | 0.08% | 99 |
|
|
2021
Q4 | $2.79M | Sell |
48,238
-32
| -0.1% | -$1.85K | 0.1% | 85 |
|
|
2021
Q3 | $2.33M | Buy |
48,270
+42
| +0.1% | +$2.03K | 0.09% | 93 |
|
|
2021
Q2 | $2.14M | Sell |
48,228
-230
| -0.5% | -$10.2K | 0.09% | 96 |
|
|
2021
Q1 | $2.12M | Buy |
48,458
+2
| +0% | +$87 | 0.1% | 93 |
|
|
2020
Q4 | $2.05M | Buy |
48,456
+256
| +0.5% | +$10.8K | 0.1% | 89 |
|
|
2020
Q3 | $1.72M | Sell |
48,200
-212
| -0.4% | -$7.58K | 0.1% | 89 |
|
|
2020
Q2 | $1.76M | Buy |
+48,412
| New | +$1.76M | 0.11% | 87 |
|
|
2019
Q4 | $2.21M | Hold |
48,412
| – | – | 0.18% | 71 |
|
|
2019
Q3 | $2.34M | Buy |
48,412
+212
| +0.4% | +$10.2K | 0.2% | 63 |
|
|
2019
Q2 | $2.31M | Buy |
48,200
+200
| +0.4% | +$9.59K | 0.23% | 56 |
|
|
2019
Q1 | $2.41M | Sell |
48,000
-663
| -1% | -$33.2K | 0.26% | 51 |
|
|
2018
Q4 | $2.2M | Sell |
48,663
-107
| -0.2% | -$4.83K | 0.22% | 65 |
|
|
2018
Q3 | $2.13M | Buy |
48,770
+200
| +0.4% | +$8.73K | 0.2% | 61 |
|
|
2018
Q2 | $2.07M | Buy |
48,570
+227
| +0.5% | +$9.67K | 0.2% | 63 |
|
|
2018
Q1 | $1.89M | Sell |
48,343
-191
| -0.4% | -$7.45K | 0.19% | 62 |
|
|
2017
Q4 | $1.91M | Sell |
48,534
-66
| -0.1% | -$2.6K | 0.2% | 60 |
|
|
2017
Q3 | $1.83M | Sell |
48,600
-2
| -0% | -$75 | 0.19% | 63 |
|
|
2017
Q2 | $1.75M | Hold |
48,602
| – | – | 0.2% | 65 |
|
|
2017
Q1 | $1.75M | Buy |
48,602
+157
| +0.3% | +$5.65K | 0.2% | 65 |
|
|
2016
Q4 | $1.72M | Sell |
48,445
-5
| -0% | -$177 | 0.2% | 62 |
|
|
2016
Q3 | $1.61M | Buy |
48,450
+2
| +0% | +$67 | 0.2% | 65 |
|
|
2016
Q2 | $1.76M | Sell |
48,448
-200
| -0.4% | -$7.27K | 0.25% | 58 |
|
|
2016
Q1 | $1.75M | Sell |
48,648
-1,660
| -3% | -$59.5K | 0.27% | 56 |
|
|
2015
Q4 | $1.4M | Buy |
50,308
+32
| +0.1% | +$889 | 0.23% | 63 |
|
|
2015
Q3 | $1.49M | Buy |
50,276
+2,276
| +5% | +$67.6K | 0.28% | 60 |
|
|
2015
Q2 | $1.51M | Hold |
48,000
| – | – | 0.3% | 46 |
|
|
2015
Q1 | $1.61M | Buy |
+48,000
| New | +$1.61M | 0.36% | 42 |
|