Gen-Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Buy |
446
+28
| +7% | +$1.22K | 0.01% | 420 |
|
|
2025
Q1 | $19.3K | Sell |
418
-177
| -30% | -$8.16K | 0.01% | 407 |
|
|
2024
Q4 | $22.4K | Sell |
595
-739
| -55% | -$27.8K | 0.01% | 420 |
|
|
2024
Q3 | $53K | Sell |
1,334
-395
| -23% | -$15.7K | 0.02% | 373 |
|
|
2024
Q2 | $59.8K | Sell |
1,729
-2,840
| -62% | -$98.3K | 0.03% | 360 |
|
|
2024
Q1 | $172K | Buy |
+4,569
| New | +$172K | 0.09% | 230 |
|