Ruedi Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-127
| Closed | -$5.85K | – | 150 |
|
|
2025
Q1 | $5.85K | Hold |
127
| – | – | ﹤0.01% | 204 |
|
|
2024
Q4 | $4.78K | Hold |
127
| – | – | ﹤0.01% | 216 |
|
|
2024
Q3 | $5.15K | Sell |
127
-6
| -5% | -$243 | ﹤0.01% | 215 |
|
|
2024
Q2 | $4.6K | Buy |
133
+6
| +5% | +$208 | ﹤0.01% | 256 |
|
|
2024
Q1 | $4.77K | Hold |
127
| – | – | ﹤0.01% | 202 |
|
|
2023
Q4 | $4.56K | Hold |
127
| – | – | ﹤0.01% | 175 |
|
|
2023
Q3 | $4.8K | Hold |
127
| – | – | ﹤0.01% | 157 |
|
|
2023
Q2 | $5.17K | Hold |
127
| – | – | ﹤0.01% | 162 |
|
|
2023
Q1 | $5.32K | Hold |
127
| – | – | ﹤0.01% | 188 |
|
|
2022
Q4 | $5.49K | Buy |
+127
| New | +$5.49K | ﹤0.01% | 174 |
|