Heritage Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16K | Hold |
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|
2025
Q2 | $15.4K | Hold |
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|
2025
Q1 | $16.4K | Hold |
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|
2024
Q4 | $13.4K | Buy |
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|
2024
Q3 | $8.11K | Hold |
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|
2024
Q2 | $6.92K | Hold |
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|
2024
Q1 | $7.51K | Sell |
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|
2023
Q4 | $21.5K | Buy |
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|
2023
Q3 | $7.56K | Hold |
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|
2023
Q2 | $8.15K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7.15K | Hold |
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|
2020
Q2 | $7.26K | Hold |
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|
2020
Q1 | $7.36K | Sell |
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|
2019
Q4 | $48.6K | Hold |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $51.1K | Hold |
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|
2019
Q1 | $53.4K | Buy |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $8K | Buy |
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