Connectus Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $408K | Buy |
+10,847
| New | +$408K | 0.01% | 300 |
|
|
2022
Q4 | – | Sell |
-86,962
| Closed | -$3.26M | – | 447 |
|
|
2022
Q3 | $3.26M | Sell |
86,962
-8,621
| -9% | -$323K | 0.07% | 217 |
|
|
2022
Q2 | $4.34M | Buy |
+95,583
| New | +$4.34M | 0.1% | 156 |
|
|
2022
Q1 | – | Sell |
-4,935
| Closed | -$203K | – | 374 |
|
|
2021
Q4 | $203K | Buy |
+4,935
| New | +$203K | 0.01% | 328 |
|