Golden State Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04K | Sell |
70
-31
| -31% | -$1.35K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $4.65K | Buy |
101
+70
| +226% | +$3.23K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $1.17K | Buy |
+31
| New | +$1.17K | ﹤0.01% | 1333 |
|
|
2020
Q2 | – | Sell |
-2,455
| Closed | -$64K | – | 396 |
|
|
2020
Q1 | $64K | Buy |
+2,455
| New | +$64K | 0.03% | 315 |
|
|
2019
Q4 | – | Sell |
-3,205
| Closed | -$110K | – | 318 |
|
|
2019
Q3 | $110K | Buy |
3,205
+1,663
| +108% | +$57.1K | 0.04% | 300 |
|
|
2019
Q2 | $52K | Hold |
1,542
| – | – | 0.02% | 447 |
|
|
2019
Q1 | $55K | Buy |
+1,542
| New | +$55K | 0.02% | 416 |
|