MSWM
Mowery & Schoenfeld Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Hold |
798
| – | – | 0.05% | 139 |
|
|
2025
Q1 | $36.8K | Sell |
798
-41
| -5% | -$1.89K | 0.07% | 155 |
|
|
2024
Q4 | $31.6K | Buy |
839
+326
| +64% | +$12.3K | 0.06% | 146 |
|
|
2024
Q3 | $20.8K | Hold |
513
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $17.8K | Hold |
513
| – | – | 0.03% | 147 |
|
|
2024
Q1 | $19.3K | Buy |
+513
| New | +$19.3K | 0.04% | 106 |
|