Delos Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33
| Closed | -$1.14K | – | 252 |
|
|
2024
Q2 | $1.14K | Hold |
33
| – | – | ﹤0.01% | 243 |
|
|
2024
Q1 | $1.24K | Buy |
33
+18
| +120% | +$676 | ﹤0.01% | 244 |
|
|
2023
Q4 | $539 | Hold |
15
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $602 | Hold |
15
| – | – | ﹤0.01% | 273 |
|
|
2023
Q2 | $612 | Hold |
15
| – | – | ﹤0.01% | 270 |
|
|
2023
Q1 | $629 | Sell |
15
-354
| -96% | -$14.8K | ﹤0.01% | 273 |
|
|
2022
Q4 | $16K | Hold |
369
| – | – | 0.02% | 111 |
|
|
2022
Q3 | $14K | Buy |
369
+15
| +4% | +$569 | 0.02% | 111 |
|
|
2022
Q2 | $16K | Hold |
354
| – | – | 0.02% | 105 |
|
|
2022
Q1 | $17K | Sell |
354
-142
| -29% | -$6.82K | 0.02% | 123 |
|
|
2021
Q4 | $20K | Hold |
496
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $17K | Hold |
496
| – | – | 0.02% | 75 |
|
|
2021
Q2 | $16K | Buy |
+496
| New | +$16K | 0.02% | 78 |
|