Midland Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $493K | Hold |
11,358
| – | – | 0.03% | 121 |
|
2025
Q1 | $523K | Sell |
11,358
-3,935
| -26% | -$181K | 0.03% | 126 |
|
2024
Q4 | $576K | Buy |
15,293
+152
| +1% | +$5.72K | 0.03% | 125 |
|
2024
Q3 | $614K | Sell |
15,141
-3,686
| -20% | -$149K | 0.04% | 122 |
|
2024
Q2 | $652K | Buy |
18,827
+2,470
| +15% | +$85.5K | 0.04% | 119 |
|
2024
Q1 | $615K | Sell |
16,357
-1,800
| -10% | -$67.6K | 0.04% | 122 |
|
2023
Q4 | $652K | Buy |
+18,157
| New | +$652K | 0.04% | 117 |
|