River Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,815
| Closed | -$295K | – | 210 |
|
|
2023
Q3 | $295K | Sell |
7,815
-752
| -9% | -$28.4K | 0.05% | 173 |
|
|
2023
Q2 | $349K | Sell |
8,567
-105
| -1% | -$4.28K | 0.06% | 170 |
|
|
2023
Q1 | $363K | Buy |
8,672
+535
| +7% | +$22.4K | 0.07% | 164 |
|
|
2022
Q4 | $352K | Sell |
8,137
-198
| -2% | -$8.56K | 0.07% | 171 |
|
|
2022
Q3 | $312K | Sell |
8,335
-679
| -8% | -$25.4K | 0.07% | 169 |
|
|
2022
Q2 | $408K | Buy |
9,014
+4,047
| +81% | +$183K | 0.08% | 162 |
|
|
2022
Q1 | $237K | Sell |
4,967
-1,889
| -28% | -$90.1K | 0.04% | 209 |
|
|
2021
Q4 | $282K | Buy |
+6,856
| New | +$282K | 0.04% | 194 |
|
|
2019
Q1 | – | Sell |
-2,167
| Closed | -$70K | – | 250 |
|
|
2018
Q4 | $70K | Buy |
2,167
+70
| +3% | +$2.26K | 0.03% | 212 |
|
|
2018
Q3 | $65K | Buy |
2,097
+703
| +50% | +$21.8K | 0.02% | 253 |
|
|
2018
Q2 | $42K | Buy |
+1,394
| New | +$42K | 0.02% | 288 |
|