GoalVest Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Buy |
325
+321
| +8,025% | +$13.9K | ﹤0.01% | 293 |
|
|
2025
Q1 | $184 | Buy |
+4
| New | +$184 | ﹤0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-630
| Closed | -$27K | – | 276 |
|
|
2022
Q2 | $27K | Buy |
630
+629
| +62,900% | +$27K | 0.02% | 200 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 417 |
|