Fortis Group Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1K | Hold |
832
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $38.3K | Hold |
832
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $31.3K | Hold |
832
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $33.7K | Hold |
832
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $28.8K | Hold |
832
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $31.3K | Sell |
832
-832
| -50% | -$31.3K | 0.01% | 245 |
|
|
2023
Q4 | $59.7K | Buy |
1,664
+832
| +100% | +$29.9K | 0.01% | 168 |
|
|
2023
Q3 | $31.4K | Buy |
+832
| New | +$31.4K | 0.01% | 156 |
|
|
2020
Q3 | $29K | Buy |
+1,166
| New | +$29K | 0.01% | 230 |
|