Dogwood Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59K | Buy |
130
+92
| +242% | +$3.96K | ﹤0.01% | 410 |
|
|
2025
Q1 | $1.75K | Buy |
+38
| New | +$1.75K | ﹤0.01% | 361 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 423 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 323 |
|
|
2024
Q2 | – | Hold |
0
| – | -$4 | – | 385 |
|
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 387 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 332 |
|