SAI
Savvy Advisors Inc’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
16,333
-223
| -1% | -$9.68K | 0.05% | 280 |
|
|
2025
Q1 | $763K | Buy |
16,556
+891
| +6% | +$41.1K | 0.08% | 209 |
|
|
2024
Q4 | $590K | Buy |
15,665
+6,485
| +71% | +$244K | 0.07% | 224 |
|
|
2024
Q3 | $372K | Buy |
9,180
+715
| +8% | +$29K | 0.08% | 221 |
|
|
2024
Q2 | $293K | Sell |
8,465
-92
| -1% | -$3.18K | 0.1% | 214 |
|
|
2024
Q1 | $321K | Buy |
8,557
+454
| +6% | +$17.1K | 0.19% | 154 |
|
|
2023
Q4 | $291K | Buy |
+8,103
| New | +$291K | 0.28% | 114 |
|