HWA
HHM Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$922 | – | 888 |
|
|
2025
Q1 | $922 | Hold |
20
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $753 | Buy |
+20
| New | +$753 | ﹤0.01% | 881 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$18K | – | 691 |
|
|
2022
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $23K | Hold |
400
| – | – | 0.01% | 409 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $17K | Hold |
400
| – | – | 0.01% | 394 |
|
|
2020
Q4 | $17K | Sell |
400
-856
| -68% | -$36.4K | 0.01% | 363 |
|
|
2020
Q3 | $45K | Sell |
1,256
-1,421
| -53% | -$50.9K | 0.02% | 237 |
|
|
2020
Q2 | $97K | Hold |
2,677
| – | – | 0.04% | 143 |
|
|
2020
Q1 | $99K | Buy |
+2,677
| New | +$99K | 0.05% | 119 |
|