Householder Group Estate & Retirement Specialist’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-123
| Closed | -$5K | – | 743 |
|
|
2024
Q3 | $5K | Hold |
123
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $4K | Hold |
123
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $4.64K | Sell |
123
-29
| -19% | -$1.1K | ﹤0.01% | 940 |
|
|
2023
Q4 | $5K | Sell |
152
-6
| -4% | -$197 | ﹤0.01% | 887 |
|
|
2023
Q3 | $5.99K | Buy |
+158
| New | +$5.99K | ﹤0.01% | 899 |
|
|
2023
Q1 | $9K | Buy |
222
+1
| +0.5% | +$41 | ﹤0.01% | 830 |
|
|
2022
Q4 | $9K | Hold |
221
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $8K | Buy |
+221
| New | +$8K | ﹤0.01% | 775 |
|