GWM
Gitterman Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+4,972
| New | +$216K | 0.05% | 135 |
|
|
2023
Q4 | – | Sell |
-6,844
| Closed | -$259K | – | 96 |
|
|
2023
Q3 | $259K | Buy |
+6,844
| New | +$259K | 0.12% | 46 |
|
|
2022
Q3 | – | Sell |
-4,692
| Closed | -$212K | – | 79 |
|
|
2022
Q2 | $212K | Buy |
+4,692
| New | +$212K | 0.2% | 58 |
|