Operose Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-337
| Closed | -$13.7K | – | 510 |
|
|
2024
Q3 | $13.7K | Sell |
337
-254
| -43% | -$10.3K | ﹤0.01% | 452 |
|
|
2024
Q2 | $20.5K | Hold |
591
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $22.2K | Hold |
591
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $21.2K | Sell |
591
-513
| -46% | -$18.4K | 0.01% | 357 |
|
|
2023
Q3 | $41.7K | Buy |
1,104
+850
| +335% | +$32.1K | 0.02% | 342 |
|
|
2023
Q2 | $10.3K | Hold |
254
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $10.6K | Hold |
254
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $11K | Hold |
254
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $10K | Hold |
254
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $12K | Hold |
254
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $12K | Sell |
254
-102
| -29% | -$4.82K | 0.01% | 252 |
|
|
2021
Q4 | $15K | Buy |
+356
| New | +$15K | 0.01% | 229 |
|