RWA Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
23,323
-255
| -1% | -$11.1K | 0.01% | 328 |
|
|
2025
Q1 | $1.09M | Sell |
23,578
-660
| -3% | -$30.4K | 0.01% | 312 |
|
|
2024
Q4 | $912K | Buy |
24,238
+9
| +0% | +$339 | 0.01% | 342 |
|
|
2024
Q3 | $982K | Buy |
24,229
+1,702
| +8% | +$69K | 0.01% | 326 |
|
|
2024
Q2 | $780K | Hold |
22,527
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $846K | Sell |
22,527
-234
| -1% | -$8.79K | 0.01% | 328 |
|
|
2023
Q4 | $817K | Sell |
22,761
-50
| -0.2% | -$1.8K | 0.01% | 314 |
|
|
2023
Q3 | $862K | Buy |
22,811
+5,687
| +33% | +$215K | 0.02% | 205 |
|
|
2023
Q2 | $698K | Buy |
17,124
+8,774
| +105% | +$357K | 0.02% | 196 |
|
|
2023
Q1 | $350K | Buy |
8,350
+1,092
| +15% | +$45.7K | 0.01% | 201 |
|
|
2022
Q4 | $320K | Sell |
7,258
-2,452
| -25% | -$108K | 0.01% | 212 |
|
|
2022
Q3 | $364K | Buy |
9,710
+175
| +2% | +$6.56K | 0.03% | 183 |
|
|
2022
Q2 | $432K | Buy |
9,535
+3,586
| +60% | +$162K | 0.03% | 169 |
|
|
2022
Q1 | $283K | Sell |
5,949
-2,391
| -29% | -$114K | 0.02% | 214 |
|
|
2021
Q4 | $344K | Sell |
8,340
-92
| -1% | -$3.8K | 0.02% | 198 |
|
|
2021
Q3 | $291K | Buy |
8,432
+92
| +1% | +$3.18K | 0.02% | 207 |
|
|
2021
Q2 | $264K | Hold |
8,340
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $260K | Hold |
8,340
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $251K | Sell |
8,340
-52
| -0.6% | -$1.57K | 0.02% | 207 |
|
|
2020
Q3 | $214K | Buy |
8,392
+52
| +0.6% | +$1.33K | 0.02% | 201 |
|
|
2020
Q2 | $216K | Sell |
8,340
-281
| -3% | -$7.28K | 0.03% | 203 |
|
|
2020
Q1 | $226K | Hold |
8,621
| – | – | 0.03% | 184 |
|
|
2019
Q4 | $280K | Hold |
8,621
| – | – | 0.03% | 201 |
|
|
2019
Q3 | $297K | Hold |
8,621
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $295K | Buy |
8,621
+281
| +3% | +$9.62K | 0.03% | 187 |
|
|
2019
Q1 | $298K | Hold |
8,340
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $268K | Hold |
8,340
| – | – | 0.04% | 187 |
|
|
2018
Q3 | $260K | Hold |
8,340
| – | – | 0.03% | 192 |
|
|
2018
Q2 | $253K | Buy |
8,340
+8,280
| +13,800% | +$251K | 0.03% | 213 |
|
|
2018
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 547 |
|