ICA Group Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $49K | Sell |
1,414
-26
| -2% | -$900 | 0.03% | 247 |
|
|
2024
Q1 | $54.1K | Hold |
1,440
| – | – | 0.01% | 538 |
|
|
2023
Q4 | $51.7K | Buy |
+1,440
| New | +$51.7K | 0.01% | 513 |
|
|
2023
Q3 | – | Sell |
-1,587
| Closed | -$64.7K | – | 529 |
|
|
2023
Q2 | $64.7K | Sell |
1,587
-18
| -1% | -$733 | 0.02% | 436 |
|
|
2023
Q1 | $67.2K | Hold |
1,605
| – | – | 0.02% | 420 |
|
|
2022
Q4 | $69.3K | Sell |
1,605
-20,066
| -93% | -$867K | 0.02% | 442 |
|
|
2022
Q3 | $812K | Buy |
21,671
+4,607
| +27% | +$173K | 0.17% | 132 |
|
|
2022
Q2 | $787K | Sell |
17,064
-253
| -1% | -$11.7K | 0.15% | 144 |
|
|
2022
Q1 | $841K | Buy |
+17,317
| New | +$841K | 0.16% | 136 |
|