Significant 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 | $473K | Buy |
10,901
+522
| +5% | +$22.7K | 0.23% | 33 |
|
|
2025
Q1 | $478K | Sell |
10,379
-70
| -0.7% | -$3.23K | 0.25% | 34 |
|
|
2024
Q4 | $393K | Buy |
10,449
+49
| +0.5% | +$1.84K | 0.2% | 34 |
|
|
2024
Q3 | $422K | Sell |
10,400
-123
| -1% | -$4.99K | 0.22% | 36 |
|
|
2024
Q2 | $364K | Buy |
10,523
+2,288
| +28% | +$79.2K | 0.2% | 35 |
|
|
2024
Q1 | $309K | Sell |
8,235
-2,227
| -21% | -$83.7K | 0.2% | 124 |
|
|
2023
Q4 | $376K | Buy |
+10,462
| New | +$376K | 0.27% | 100 |
|