J.W. Cole Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.93M | Buy |
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|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $539K | Sell |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $504K | Buy |
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