Janiczek 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 | $32.1K | Hold |
928
| – | – | 0.01% | 479 |
|
|
2024
Q1 | $34.9K | Sell |
928
-560
| -38% | -$21K | 0.01% | 472 |
|
|
2023
Q4 | $53.4K | Buy |
1,488
+674
| +83% | +$24.2K | 0.01% | 379 |
|
|
2023
Q3 | $30.8K | Hold |
814
| – | – | 0.01% | 445 |
|
|
2023
Q2 | $33.2K | Sell |
814
-20
| -2% | -$815 | 0.01% | 376 |
|
|
2023
Q1 | $35.1K | Hold |
834
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $36.2K | Sell |
834
-551
| -40% | -$23.9K | 0.01% | 358 |
|
|
2022
Q3 | $52K | Buy |
1,385
+300
| +28% | +$11.3K | 0.02% | 297 |
|
|
2022
Q2 | $50K | Buy |
1,085
+146
| +16% | +$6.73K | 0.01% | 305 |
|
|
2022
Q1 | $45K | Sell |
939
-72
| -7% | -$3.45K | 0.01% | 316 |
|
|
2021
Q4 | $42K | Buy |
1,011
+74
| +8% | +$3.07K | 0.01% | 342 |
|
|
2021
Q3 | $32K | Buy |
937
+9
| +1% | +$307 | 0.01% | 367 |
|
|
2021
Q2 | $29K | Buy |
928
+184
| +25% | +$5.75K | 0.01% | 357 |
|
|
2021
Q1 | $23K | Buy |
744
+242
| +48% | +$7.48K | 0.01% | 373 |
|
|
2020
Q4 | $15K | Buy |
502
+360
| +254% | +$10.8K | 0.01% | 387 |
|
|
2020
Q3 | $4K | Buy |
+142
| New | +$4K | ﹤0.01% | 376 |
|