Independent Solutions Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,098
| Closed | -$306K | – | 178 |
|
|
2023
Q3 | $306K | Buy |
8,098
+2,212
| +38% | +$83.6K | 0.08% | 159 |
|
|
2023
Q2 | $240K | Buy |
+5,886
| New | +$240K | 0.06% | 191 |
|
|
2022
Q4 | – | Sell |
-16,010
| Closed | -$600K | – | 216 |
|
|
2022
Q3 | $600K | Hold |
16,010
| – | – | 0.2% | 101 |
|
|
2022
Q2 | $726K | Buy |
16,010
+2,919
| +22% | +$132K | 0.23% | 93 |
|
|
2022
Q1 | $624K | Sell |
13,091
-3,708
| -22% | -$177K | 0.15% | 116 |
|
|
2021
Q4 | $692K | Buy |
16,799
+80
| +0.5% | +$3.3K | 0.16% | 114 |
|
|
2021
Q3 | $576K | Buy |
16,719
+1,478
| +10% | +$51K | 0.14% | 125 |
|
|
2021
Q2 | $482K | Buy |
15,241
+7,327
| +93% | +$232K | 0.12% | 135 |
|
|
2021
Q1 | $247K | Buy |
+7,914
| New | +$247K | 0.07% | 169 |
|