PWA
Phoenix Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
5,722
+51
| +0.9% | +$2.21K | 0.1% | 110 |
|
|
2025
Q1 | $261K | Sell |
5,671
-1
| -0% | -$46 | 0.11% | 104 |
|
|
2024
Q4 | $213K | Sell |
5,672
-218
| -4% | -$8.21K | 0.09% | 116 |
|
|
2024
Q3 | $239K | Sell |
5,890
-114
| -2% | -$4.62K | 0.11% | 113 |
|
|
2024
Q2 | $208K | Buy |
6,004
+158
| +3% | +$5.47K | 0.1% | 118 |
|
|
2024
Q1 | $220K | Sell |
5,846
-168
| -3% | -$6.31K | 0.13% | 108 |
|
|
2023
Q4 | $219K | Sell |
6,014
-14
| -0.2% | -$511 | 0.15% | 106 |
|
|
2023
Q3 | $228K | Buy |
6,028
+14
| +0.2% | +$529 | 0.13% | 103 |
|
|
2023
Q2 | $245K | Sell |
6,014
-64
| -1% | -$2.61K | 0.14% | 97 |
|
|
2023
Q1 | $255K | Buy |
6,078
+683
| +13% | +$28.6K | 0.16% | 89 |
|
|
2022
Q4 | $233K | Buy |
+5,395
| New | +$233K | 0.14% | 98 |
|
|
2022
Q3 | – | Sell |
-5,156
| Closed | -$234K | – | 114 |
|
|
2022
Q2 | $234K | Buy |
+5,156
| New | +$234K | 0.23% | 99 |
|
|
2022
Q1 | – | Sell |
-4,460
| Closed | -$258K | – | 104 |
|
|
2021
Q4 | $258K | Sell |
4,460
-1,021
| -19% | -$59.1K | 0.19% | 99 |
|
|
2021
Q3 | $265K | Buy |
5,481
+33
| +0.6% | +$1.6K | 0.2% | 97 |
|
|
2021
Q2 | $245K | Buy |
5,448
+496
| +10% | +$22.3K | 0.18% | 103 |
|
|
2021
Q1 | $217K | Buy |
4,952
+1,160
| +31% | +$50.8K | 0.17% | 110 |
|
|
2020
Q4 | $160K | Buy |
+3,792
| New | +$160K | 0.12% | 123 |
|