Spartan Planning & Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $323 | Hold |
9
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $340 | Buy |
+9
| New | +$340 | ﹤0.01% | 129 |
|
|
2022
Q4 | $20.4K | Sell |
472
-155
| -25% | -$6.7K | 0.03% | 114 |
|
|
2022
Q3 | $23K | Buy |
627
+106
| +20% | +$3.89K | 0.03% | 55 |
|
|
2022
Q2 | $24K | Buy |
521
+16
| +3% | +$737 | 0.03% | 64 |
|
|
2022
Q1 | $24K | Buy |
+505
| New | +$24K | 0.03% | 103 |
|