High Net Worth Advisory Group’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,587
| Closed | -$228K | – | 194 |
|
|
2023
Q2 | $228K | Sell |
5,587
-200
| -3% | -$8.15K | 0.09% | 174 |
|
|
2023
Q1 | $242K | Hold |
5,787
| – | – | 0.1% | 163 |
|
|
2022
Q4 | $250K | Hold |
5,787
| – | – | 0.1% | 159 |
|
|
2022
Q3 | $217K | Hold |
5,787
| – | – | 0.09% | 172 |
|
|
2022
Q2 | $262K | Sell |
5,787
-400
| -6% | -$18.1K | 0.11% | 153 |
|
|
2022
Q1 | $295K | Sell |
6,187
-805
| -12% | -$38.4K | 0.11% | 147 |
|
|
2021
Q4 | $288K | Buy |
+6,992
| New | +$288K | 0.1% | 159 |
|