LWA
Lineweaver Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
5,595
+1,085
| +24% | +$47.1K | 0.04% | 143 |
|
|
2025
Q1 | $208K | Buy |
+4,510
| New | +$208K | 0.04% | 138 |
|
|
2022
Q2 | – | Sell |
-4,214
| Closed | -$200K | – | 136 |
|
|
2022
Q1 | $200K | Buy |
4,214
+370
| +10% | +$17.6K | 0.06% | 137 |
|
|
2021
Q4 | $222K | Buy |
+3,844
| New | +$222K | 0.06% | 124 |
|