JFS Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
5,938
| – | – | 0.02% | 277 |
|
|
2025
Q1 | $274K | Buy |
5,938
+22
| +0.4% | +$1.01K | 0.02% | 270 |
|
|
2024
Q4 | $223K | Sell |
5,916
-71
| -1% | -$2.67K | 0.02% | 276 |
|
|
2024
Q3 | $243K | Buy |
5,987
+138
| +2% | +$5.6K | 0.02% | 268 |
|
|
2024
Q2 | $202K | Buy |
5,849
+100
| +2% | +$3.46K | 0.02% | 243 |
|
|
2024
Q1 | $216K | Sell |
5,749
-55
| -0.9% | -$2.07K | 0.02% | 238 |
|
|
2023
Q4 | $208K | Buy |
5,804
+50
| +0.9% | +$1.8K | 0.02% | 233 |
|
|
2023
Q3 | $217K | Sell |
5,754
-31
| -0.5% | -$1.17K | 0.02% | 213 |
|
|
2023
Q2 | $236K | Sell |
5,785
-15
| -0.3% | -$611 | 0.02% | 200 |
|
|
2023
Q1 | $243K | Buy |
5,800
+262
| +5% | +$11K | 0.02% | 195 |
|
|
2022
Q4 | $239K | Sell |
5,538
-20
| -0.4% | -$865 | 0.02% | 200 |
|
|
2022
Q3 | $208K | Sell |
5,558
-64
| -1% | -$2.4K | 0.02% | 207 |
|
|
2022
Q2 | $255K | Buy |
5,622
+146
| +3% | +$6.62K | 0.03% | 185 |
|
|
2022
Q1 | $261K | Sell |
5,476
-2,242
| -29% | -$107K | 0.02% | 205 |
|
|
2021
Q4 | $318K | Buy |
7,718
+101
| +1% | +$4.16K | 0.03% | 189 |
|
|
2021
Q3 | $263K | Buy |
7,617
+184
| +2% | +$6.35K | 0.03% | 198 |
|
|
2021
Q2 | $235K | Buy |
7,433
+5
| +0.1% | +$158 | 0.04% | 154 |
|
|
2021
Q1 | $232K | Buy |
7,428
+1,528
| +26% | +$47.7K | 0.05% | 137 |
|
|
2020
Q4 | $178K | Buy |
5,900
+219
| +4% | +$6.61K | 0.04% | 144 |
|
|
2020
Q3 | $145K | Buy |
5,681
+7
| +0.1% | +$179 | 0.03% | 153 |
|
|
2020
Q2 | $147K | Buy |
5,674
+7
| +0.1% | +$181 | 0.04% | 150 |
|
|
2020
Q1 | $149K | Buy |
5,667
+7
| +0.1% | +$184 | 0.04% | 146 |
|
|
2019
Q4 | $184K | Buy |
5,660
+6
| +0.1% | +$195 | 0.05% | 147 |
|
|
2019
Q3 | $195K | Buy |
5,654
+5
| +0.1% | +$172 | 0.05% | 143 |
|
|
2019
Q2 | $193K | Buy |
5,649
+6
| +0.1% | +$205 | 0.05% | 138 |
|
|
2019
Q1 | $202K | Buy |
5,643
+6
| +0.1% | +$215 | 0.05% | 132 |
|
|
2018
Q4 | $181K | Sell |
5,637
-51
| -0.9% | -$1.64K | 0.05% | 138 |
|
|
2018
Q3 | $178K | Buy |
5,688
+6
| +0.1% | +$188 | 0.05% | 148 |
|
|
2018
Q2 | $173K | Buy |
5,682
+5
| +0.1% | +$152 | 0.05% | 146 |
|
|
2018
Q1 | $158K | Buy |
5,677
+9
| +0.2% | +$250 | 0.04% | 154 |
|
|
2017
Q4 | $159K | Sell |
5,668
-126
| -2% | -$3.54K | 0.04% | 157 |
|
|
2017
Q3 | $156K | Sell |
5,794
-710
| -11% | -$19.1K | 0.04% | 152 |
|
|
2017
Q2 | $167K | Sell |
6,504
-463
| -7% | -$11.9K | 0.05% | 134 |
|
|
2017
Q1 | $176K | Hold |
6,967
| – | – | 0.05% | 137 |
|
|
2016
Q4 | $176K | Buy |
6,967
+7
| +0.1% | +$177 | 0.05% | 137 |
|
|
2016
Q3 | $165K | Buy |
6,960
+6
| +0.1% | +$142 | 0.05% | 141 |
|
|
2016
Q2 | $180K | Sell |
6,954
-1,852
| -21% | -$47.9K | 0.05% | 162 |
|
|
2016
Q1 | $225K | Sell |
8,806
-966
| -10% | -$24.7K | 0.07% | 120 |
|
|
2015
Q4 | $193K | Buy |
9,772
+4,774
| +96% | +$94.3K | 0.06% | 137 |
|
|
2015
Q3 | $106K | Sell |
4,998
-184
| -4% | -$3.9K | 0.05% | 147 |
|
|
2015
Q2 | $116K | Buy |
5,182
+6
| +0.1% | +$134 | 0.06% | 119 |
|
|
2015
Q1 | $124K | Buy |
5,176
+26
| +0.5% | +$623 | 0.06% | 114 |
|
|
2014
Q4 | $136K | Sell |
5,150
-56
| -1% | -$1.48K | 0.02% | 104 |
|
|
2014
Q3 | $127K | Buy |
5,206
+759
| +17% | +$18.5K | 0.02% | 105 |
|
|
2014
Q2 | $116K | Buy |
+4,447
| New | +$116K | 0.02% | 115 |
|