EWM
Evermay Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454 | Hold |
10
| – | – | ﹤0.01% | 537 |
|
|
2025
Q1 | $478 | Hold |
10
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $387 | Buy |
+10
| New | +$387 | ﹤0.01% | 543 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$359 | – | 653 |
|
|
2023
Q4 | $359 | Buy |
+10
| New | +$359 | ﹤0.01% | 611 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | – | – | 523 |
|
|
2022
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 531 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 543 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 507 |
|