Pacific Capital 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
Q1 | – | Sell |
-617
| Closed | -$23.2K | – | 180 |
|
|
2024
Q4 | $23.2K | Hold |
617
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $25K | Hold |
617
| – | – | ﹤0.01% | 211 |
|
|
2024
Q2 | $21.4K | Hold |
617
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $23.2K | Hold |
617
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $22.2K | Buy |
+617
| New | +$22.2K | 0.01% | 188 |
|
|
2020
Q4 | – | Sell |
-865
| Closed | -$22K | – | 102 |
|
|
2020
Q3 | $22K | Buy |
+865
| New | +$22K | 0.01% | 142 |
|