EverSource Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
6,751
+912
| +16% | +$39.6K | 0.01% | 679 |
|
|
2025
Q1 | $269K | Buy |
5,839
+1,309
| +29% | +$60.3K | 0.01% | 559 |
|
|
2024
Q4 | $171K | Buy |
4,530
+7
| +0.2% | +$263 | 0.01% | 711 |
|
|
2024
Q3 | $183K | Buy |
4,523
+452
| +11% | +$18.3K | 0.01% | 590 |
|
|
2024
Q2 | $151K | Buy |
4,071
+1,672
| +70% | +$62.2K | 0.01% | 654 |
|
|
2024
Q1 | $90.1K | Buy |
2,399
+616
| +35% | +$23.1K | 0.01% | 744 |
|
|
2023
Q4 | $64K | Buy |
1,783
+825
| +86% | +$29.6K | 0.01% | 805 |
|
|
2023
Q3 | $36.2K | Buy |
958
+18
| +2% | +$680 | ﹤0.01% | 933 |
|
|
2023
Q2 | $38.3K | Sell |
940
-257
| -21% | -$10.5K | ﹤0.01% | 936 |
|
|
2023
Q1 | $50.1K | Sell |
1,197
-1,732
| -59% | -$72.5K | 0.01% | 794 |
|
|
2022
Q4 | $127K | Sell |
2,929
-519
| -15% | -$22.4K | 0.02% | 446 |
|
|
2022
Q3 | $129K | Sell |
3,448
-39
| -1% | -$1.46K | 0.03% | 369 |
|
|
2022
Q2 | $157K | Buy |
3,487
+1,354
| +63% | +$61K | 0.04% | 289 |
|
|
2022
Q1 | $102K | Buy |
2,133
+1,202
| +129% | +$57.5K | 0.03% | 332 |
|
|
2021
Q4 | $39K | Buy |
+931
| New | +$39K | 0.01% | 469 |
|