JFS Wealth 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 | $271K | Buy |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $145K | Buy |
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|
2020
Q2 | $147K | Buy |
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|
2020
Q1 | $149K | Buy |
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|
2019
Q4 | $184K | Buy |
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|
2019
Q3 | $195K | Buy |
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|
2019
Q2 | $193K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | $181K | Sell |
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|
2018
Q3 | $178K | Buy |
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|
2018
Q2 | $173K | Buy |
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|
2018
Q1 | $158K | Buy |
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|
2017
Q4 | $159K | Sell |
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|
2017
Q3 | $156K | Sell |
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|
2017
Q2 | $167K | Sell |
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|
2017
Q1 | $176K | Hold |
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|
2016
Q4 | $176K | Buy |
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|
2016
Q3 | $165K | Buy |
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|
2016
Q2 | $180K | Sell |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $193K | Buy |
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|
2015
Q3 | $106K | Sell |
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|
2015
Q2 | $116K | Buy |
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|
2015
Q1 | $124K | Buy |
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|
2014
Q4 | $136K | Sell |
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|
2014
Q3 | $127K | Buy |
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|
2014
Q2 | $116K | Buy |
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