CreativeOne Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
7,335
+1,129
| +18% | +$49K | 0.01% | 897 |
|
|
2025
Q1 | $286K | Sell |
6,206
-186
| -3% | -$8.57K | 0.01% | 882 |
|
|
2024
Q4 | $241K | Sell |
6,392
-206
| -3% | -$7.75K | 0.01% | 956 |
|
|
2024
Q3 | $268K | Buy |
+6,598
| New | +$268K | 0.01% | 808 |
|
|
2024
Q2 | – | Sell |
-6,587
| Closed | -$247K | – | 810 |
|
|
2024
Q1 | $247K | Buy |
+6,587
| New | +$247K | 0.01% | 781 |
|
|
2023
Q4 | – | Sell |
-7,444
| Closed | -$281K | – | 632 |
|
|
2023
Q3 | $281K | Sell |
7,444
-2,953
| -28% | -$111K | 0.02% | 453 |
|
|
2023
Q2 | $424K | Buy |
10,397
+5,158
| +98% | +$210K | 0.02% | 539 |
|
|
2023
Q1 | $219K | Buy |
+5,239
| New | +$219K | 0.01% | 724 |
|
|
2022
Q3 | – | Sell |
-6,011
| Closed | -$272K | – | 717 |
|
|
2022
Q2 | $272K | Buy |
+6,011
| New | +$272K | 0.01% | 588 |
|
|
2022
Q1 | – | Sell |
-5,293
| Closed | -$218K | – | 757 |
|
|
2021
Q4 | $218K | Buy |
+5,293
| New | +$218K | 0.01% | 693 |
|