FTWA
Fifth Third Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
13,604
-267
| -2% | -$11.6K | 0.02% | 330 |
|
|
2025
Q1 | $639K | Sell |
13,871
-2,060
| -13% | -$94.9K | 0.03% | 279 |
|
|
2024
Q4 | $600K | Buy |
15,931
+488
| +3% | +$18.4K | 0.03% | 294 |
|
|
2024
Q3 | $626K | Buy |
15,443
+345
| +2% | +$14K | 0.04% | 266 |
|
|
2024
Q2 | $523K | Buy |
15,098
+6,139
| +69% | +$212K | 0.04% | 266 |
|
|
2024
Q1 | $337K | Sell |
8,959
-361
| -4% | -$13.6K | 0.05% | 180 |
|
|
2023
Q4 | $335K | Buy |
9,320
+297
| +3% | +$10.7K | 0.11% | 138 |
|
|
2023
Q3 | $341K | Buy |
9,023
+1,176
| +15% | +$44.4K | 0.14% | 132 |
|
|
2023
Q2 | $320K | Buy |
+7,847
| New | +$320K | 0.21% | 111 |
|