IAG Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13K | Hold |
49
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $2.26K | Hold |
49
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $1.84K | Buy |
49
+19
| +63% | +$715 | ﹤0.01% | 465 |
|
|
2024
Q3 | $1.22K | Buy |
+30
| New | +$1.22K | ﹤0.01% | 462 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | – | – | 460 |
|
|
2022
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 449 |
|