Dynamic Wealth Strategies’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Hold |
279
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $12.9K | Buy |
+279
| New | +$12.9K | 0.01% | 186 |
|
|
2024
Q4 | – | Sell |
-779
| Closed | -$32K | – | 124 |
|
|
2024
Q3 | $32K | Sell |
779
-287
| -27% | -$11.8K | 0.03% | 155 |
|
|
2024
Q2 | $37K | Hold |
1,066
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $40K | Sell |
1,066
-427
| -29% | -$16K | 0.03% | 132 |
|
|
2023
Q4 | $53.6K | Buy |
+1,493
| New | +$53.6K | 0.05% | 116 |
|