Focus Partners Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
41,400
+1,569
| +4% | +$68.1K | ﹤0.01% | 927 |
|
|
2025
Q1 | $1.84M | Sell |
39,831
-620
| -2% | -$28.6K | ﹤0.01% | 862 |
|
|
2024
Q4 | $1.52M | Buy |
40,451
+11,156
| +38% | +$420K | ﹤0.01% | 914 |
|
|
2024
Q3 | $1.19M | Buy |
29,295
+22,857
| +355% | +$925K | ﹤0.01% | 888 |
|
|
2024
Q2 | $223K | Buy |
+6,438
| New | +$223K | ﹤0.01% | 1137 |
|