Phoenix Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $160K | Buy |
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