MWM
Mascoma Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16K | Hold |
188
| – | – | ﹤0.01% | 345 |
|
|
2025
Q1 | $8.66K | Sell |
188
-121
| -39% | -$5.58K | ﹤0.01% | 350 |
|
|
2024
Q4 | $11.6K | Buy |
309
+121
| +64% | +$4.56K | ﹤0.01% | 330 |
|
|
2024
Q3 | $7.62K | Hold |
188
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $6.51K | Hold |
188
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $7.06K | Hold |
188
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $6.75K | Hold |
188
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $7.11K | Hold |
188
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $7.54K | Sell |
188
-105
| -36% | -$4.21K | ﹤0.01% | 345 |
|
|
2023
Q1 | $12.4K | Hold |
293
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $12.7K | Hold |
293
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $11K | Hold |
293
| – | – | ﹤0.01% | 387 |
|
|
2022
Q2 | $13K | Hold |
293
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $14K | Hold |
293
| – | -$5.64K | ﹤0.01% | 402 |
|
|
2021
Q4 | $17K | Sell |
293
-2
| -0.7% | -$124 | 0.01% | 348 |
|
|
2021
Q3 | $14K | Buy |
+295
| New | +$14K | 0.01% | 319 |
|
|
2021
Q2 | – | Sell |
-57
| Closed | -$2K | – | 217 |
|
|
2021
Q1 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 415 |
|
|
2019
Q3 | – | Sell |
-55
| Closed | -$3K | – | 166 |
|
|
2019
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 343 |
|
|
2018
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 365 |
|
|
2018
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 363 |
|