Global Wealth Management Investment Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-383
| Closed | -$13.8K | – | 240 |
|
|
2023
Q4 | $13.8K | Hold |
383
| – | – | ﹤0.01% | 273 |
|
|
2023
Q3 | $14.5K | Hold |
383
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $15.6K | Buy |
+383
| New | +$15.6K | ﹤0.01% | 268 |
|
|
2022
Q3 | – | Sell |
-683
| Closed | -$31K | – | 252 |
|
|
2022
Q2 | $31K | Hold |
683
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $33K | Sell |
683
-275
| -29% | -$13.3K | 0.01% | 220 |
|
|
2021
Q4 | $39K | Hold |
958
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $33K | Hold |
958
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $30K | Hold |
958
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $30K | Hold |
958
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $29K | Hold |
958
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $24K | Hold |
958
| – | – | 0.01% | 219 |
|
|
2020
Q2 | $25K | Hold |
958
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $25K | Hold |
958
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $31K | Buy |
958
+401
| +72% | +$13K | 0.01% | 223 |
|
|
2019
Q3 | $19K | Hold |
557
| – | – | 0.01% | 252 |
|
|
2019
Q2 | $19K | Sell |
557
-22
| -4% | -$750 | 0.01% | 277 |
|
|
2019
Q1 | $21K | Buy |
579
+342
| +144% | +$12.4K | 0.01% | 301 |
|
|
2018
Q4 | $8K | Buy |
+237
| New | +$8K | ﹤0.01% | 419 |
|