MWPCG
Measured Wealth Private Client Group’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
+21,669
| New | +$941K | 0.28% | 49 |
|
|
2019
Q4 | – | Sell |
-4,629
| Closed | -$224K | – | 116 |
|
|
2019
Q3 | $224K | Sell |
4,629
-2,551
| -36% | -$123K | 0.14% | 109 |
|
|
2019
Q2 | $344K | Sell |
7,180
-577
| -7% | -$27.6K | 0.2% | 108 |
|
|
2019
Q1 | $389K | Buy |
7,757
+2,461
| +46% | +$123K | 0.24% | 88 |
|
|
2018
Q4 | $239K | Sell |
5,296
-2,143
| -29% | -$96.7K | 0.22% | 81 |
|
|
2018
Q3 | $325K | Sell |
7,439
-342
| -4% | -$14.9K | 0.2% | 98 |
|
|
2018
Q2 | $331K | Buy |
+7,781
| New | +$331K | 0.27% | 84 |
|