Integrated Wealth Concepts’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,520
| Closed | -$439K | – | 1929 |
|
|
2025
Q1 | $439K | Sell |
9,520
-495
| -5% | -$22.8K | 0.01% | 1200 |
|
|
2024
Q4 | $377K | Sell |
10,015
-157
| -2% | -$5.91K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $412K | Sell |
10,172
-512
| -5% | -$20.8K | 0.01% | 1170 |
|
|
2024
Q2 | $370K | Sell |
10,684
-3,158
| -23% | -$109K | 0.01% | 1195 |
|
|
2024
Q1 | $520K | Buy |
13,842
+281
| +2% | +$10.6K | 0.01% | 1038 |
|
|
2023
Q4 | $487K | Sell |
13,561
-360
| -3% | -$12.9K | 0.01% | 1008 |
|
|
2023
Q3 | $526K | Buy |
13,921
+582
| +4% | +$22K | 0.01% | 965 |
|
|
2023
Q2 | $543K | Buy |
13,339
+977
| +8% | +$39.8K | 0.01% | 953 |
|
|
2023
Q1 | $518K | Buy |
12,362
+2,005
| +19% | +$84K | 0.01% | 843 |
|
|
2022
Q4 | $448K | Buy |
10,357
+11
| +0.1% | +$476 | 0.01% | 686 |
|
|
2022
Q3 | $388K | Buy |
10,346
+2,697
| +35% | +$101K | 0.01% | 665 |
|
|
2022
Q2 | $347K | Buy |
7,649
+1,728
| +29% | +$78.4K | 0.01% | 710 |
|
|
2022
Q1 | $282K | Buy |
5,921
+923
| +18% | +$44K | 0.01% | 767 |
|
|
2021
Q4 | $206K | Buy |
+4,998
| New | +$206K | 0.01% | 928 |
|