SVWAG
Sound View Wealth Advisors Group’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
5,098
-15
| -0.3% | -$651 | 0.02% | 390 |
|
|
2025
Q1 | $236K | Sell |
5,113
-558
| -10% | -$25.7K | 0.02% | 371 |
|
|
2024
Q4 | $213K | Sell |
5,671
-253
| -4% | -$9.52K | 0.02% | 392 |
|
|
2024
Q3 | $240K | Buy |
+5,924
| New | +$240K | 0.02% | 372 |
|