EWA
Etesian Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
32,913
-2,611
| -7% | -$113K | 0.53% | 51 |
|
|
2025
Q1 | $1.64M | Sell |
35,524
-1,343
| -4% | -$61.9K | 0.71% | 42 |
|
|
2024
Q4 | $1.39M | Sell |
36,867
-1,837
| -5% | -$69.1K | 0.61% | 48 |
|
|
2024
Q3 | $1.57M | Sell |
38,704
-1,532
| -4% | -$62.1K | 0.71% | 39 |
|
|
2024
Q2 | $1.39M | Sell |
40,236
-678
| -2% | -$23.5K | 0.78% | 38 |
|
|
2024
Q1 | $1.54M | Buy |
40,914
+1,415
| +4% | +$53.2K | 0.88% | 35 |
|
|
2023
Q4 | $1.42M | Sell |
39,499
-1,092
| -3% | -$39.1K | 0.85% | 39 |
|
|
2023
Q3 | $1.53M | Sell |
40,591
-905
| -2% | -$34.2K | 1.03% | 32 |
|
|
2023
Q2 | $1.69M | Buy |
41,496
+557
| +1% | +$22.7K | 1.1% | 30 |
|
|
2023
Q1 | $1.71M | Buy |
40,939
+245
| +0.6% | +$10.3K | 1.14% | 30 |
|
|
2022
Q4 | $1.76M | Buy |
+40,694
| New | +$1.76M | 1.28% | 29 |
|