Financial Synergies Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18
| Closed | -$677 | – | 194 |
|
|
2024
Q1 | $677 | Hold |
18
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $779 | Hold |
18
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $681 | Hold |
18
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $734 | Hold |
18
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $755 | Hold |
18
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $779 | Hold |
18
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $675 | Hold |
18
| – | – | ﹤0.01% | 343 |
|
|
2022
Q2 | $816 | Buy |
+18
| New | +$816 | ﹤0.01% | 329 |
|