Foundations Investment Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
25,364
+8,936
| +54% | +$388K | 0.02% | 412 |
|
|
2025
Q1 | $757K | Buy |
16,428
+9,598
| +141% | +$442K | 0.01% | 470 |
|
|
2024
Q4 | $257K | Sell |
6,830
-703
| -9% | -$26.5K | 0.01% | 701 |
|
|
2024
Q3 | $305K | Buy |
7,533
+255
| +4% | +$10.3K | 0.01% | 630 |
|
|
2024
Q2 | $252K | Buy |
+7,278
| New | +$252K | 0.01% | 647 |
|
|
2023
Q4 | – | Sell |
-6,516
| Closed | -$246K | – | 683 |
|
|
2023
Q3 | $246K | Sell |
6,516
-83
| -1% | -$3.14K | 0.01% | 556 |
|
|
2023
Q2 | $269K | Buy |
6,599
+975
| +17% | +$39.7K | 0.01% | 490 |
|
|
2023
Q1 | $236K | Buy |
5,624
+622
| +12% | +$26.1K | 0.01% | 444 |
|
|
2022
Q4 | $216K | Buy |
+5,002
| New | +$216K | 0.01% | 398 |
|