Rise 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 | $23.5K | Buy |
541
+4
| +0.7% | +$174 | 0.01% | 446 |
|
|
2025
Q1 | $24.7K | Sell |
537
-107
| -17% | -$4.93K | 0.01% | 403 |
|
|
2024
Q4 | $24.2K | Buy |
644
+7
| +1% | +$263 | 0.01% | 531 |
|
|
2024
Q3 | $25.8K | Buy |
637
+6
| +1% | +$243 | 0.01% | 503 |
|
|
2024
Q2 | $21.8K | Buy |
631
+7
| +1% | +$242 | 0.01% | 581 |
|
|
2024
Q1 | $23.5K | Buy |
+624
| New | +$23.5K | 0.01% | 534 |
|