Integrated Wealth Concepts’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $439K | Sell |
|
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|
2024
Q4 | $377K | Sell |
|
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|
2024
Q3 | $412K | Sell |
|
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|
2024
Q2 | $370K | Sell |
|
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|
2024
Q1 | $520K | Buy |
|
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|
2023
Q4 | $487K | Sell |
|
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|
2023
Q3 | $526K | Buy |
|
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|
2023
Q2 | $543K | Buy |
|
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|
2023
Q1 | $518K | Buy |
|
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|
2022
Q4 | $448K | Buy |
|
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|
2022
Q3 | $388K | Buy |
|
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|
2022
Q2 | $347K | Buy |
|
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|
2022
Q1 | $282K | Buy |
|
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|
2021
Q4 | $206K | Buy |
|