Providence Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $350K | Buy |
+8,061
| New | +$350K | 0.06% | 119 |
|
2020
Q2 | – | Sell |
-207
| Closed | -$5K | – | 213 |
|
2020
Q1 | $5K | Hold |
207
| – | – | ﹤0.01% | 205 |
|
2019
Q4 | $7K | Hold |
207
| – | – | ﹤0.01% | 196 |
|
2019
Q3 | $7K | Hold |
207
| – | – | ﹤0.01% | 180 |
|
2019
Q2 | $7K | Hold |
207
| – | – | ﹤0.01% | 186 |
|
2019
Q1 | $7K | Hold |
207
| – | – | ﹤0.01% | 197 |
|
2018
Q4 | $7K | Hold |
207
| – | – | ﹤0.01% | 200 |
|
2018
Q3 | $6K | Hold |
207
| – | – | ﹤0.01% | 222 |
|
2018
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 213 |
|
2018
Q1 | $6K | Hold |
207
| – | – | ﹤0.01% | 210 |
|
2017
Q4 | $6K | Buy |
+207
| New | +$6K | ﹤0.01% | 247 |
|