Heritage Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Hold |
355
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $16.4K | Hold |
355
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $13.4K | Buy |
355
+155
| +78% | +$5.83K | ﹤0.01% | 421 |
|
|
2024
Q3 | $8.11K | Hold |
200
| – | – | ﹤0.01% | 451 |
|
|
2024
Q2 | $6.92K | Hold |
200
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $7.51K | Sell |
200
-400
| -67% | -$15K | ﹤0.01% | 449 |
|
|
2023
Q4 | $21.5K | Buy |
600
+400
| +200% | +$14.4K | ﹤0.01% | 407 |
|
|
2023
Q3 | $7.56K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $8.15K | Buy |
+200
| New | +$8.15K | ﹤0.01% | 444 |
|
|
2021
Q1 | – | Sell |
-280
| Closed | -$8K | – | 573 |
|
|
2020
Q4 | $8K | Hold |
280
| – | – | ﹤0.01% | 467 |
|
|
2020
Q3 | $7.15K | Hold |
280
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $7.26K | Hold |
280
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $7.36K | Sell |
280
-1,215
| -81% | -$31.9K | ﹤0.01% | 386 |
|
|
2019
Q4 | $48.6K | Hold |
1,495
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $51K | Hold |
1,495
| – | – | 0.01% | 273 |
|
|
2019
Q2 | $51.1K | Hold |
1,495
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $53.4K | Buy |
1,495
+1,215
| +434% | +$43.4K | 0.01% | 221 |
|
|
2018
Q4 | $9K | Hold |
280
| – | – | ﹤0.01% | 312 |
|
|
2018
Q3 | $8K | Buy |
+280
| New | +$8K | ﹤0.01% | 315 |
|