GWM
Guardian Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55
| Closed | -$2.56K | – | 113 |
|
|
2025
Q1 | $2.56K | Hold |
55
| – | – | ﹤0.01% | 200 |
|
|
2024
Q4 | $2.08K | Hold |
55
| – | – | ﹤0.01% | 211 |
|
|
2024
Q3 | $2.23K | Buy |
55
+1
| +2% | +$41 | ﹤0.01% | 215 |
|
|
2024
Q2 | $1.87K | Buy |
54
+1
| +2% | +$35 | ﹤0.01% | 218 |
|
|
2024
Q1 | $2.01K | Hold |
53
| – | – | ﹤0.01% | 210 |
|
|
2023
Q4 | $1.9K | Buy |
53
+1
| +2% | +$36 | ﹤0.01% | 220 |
|
|
2023
Q3 | $1.98K | Hold |
52
| – | – | ﹤0.01% | 201 |
|
|
2023
Q2 | $2.12K | Hold |
52
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $2.16K | Buy |
52
+1
| +2% | +$42 | ﹤0.01% | 210 |
|
|
2022
Q4 | $2.21K | Hold |
51
| – | – | ﹤0.01% | 216 |
|
|
2022
Q3 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 212 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 200 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 205 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 199 |
|