Lake Street Private Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $216K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Sell |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $221K | Buy |
|