KWA
Kingswood Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
7,348
-7,597
| -51% | -$330K | 0.03% | 549 |
|
|
2025
Q1 | $689K | Buy |
14,945
+7,505
| +101% | +$346K | 0.06% | 324 |
|
|
2024
Q4 | $280K | Sell |
7,440
-12,529
| -63% | -$472K | 0.02% | 631 |
|
|
2024
Q3 | $810K | Buy |
19,969
+9,023
| +82% | +$366K | 0.06% | 341 |
|
|
2024
Q2 | $379K | Sell |
10,946
-1,643
| -13% | -$56.9K | 0.03% | 460 |
|
|
2024
Q1 | $473K | Buy |
+12,589
| New | +$473K | 0.05% | 364 |
|
|
2023
Q4 | – | Sell |
-15,077
| Closed | -$570K | – | 651 |
|
|
2023
Q3 | $570K | Buy |
+15,077
| New | +$570K | 0.1% | 222 |
|