Sugarloaf Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.5K | Buy |
305
+3
| +1% | +$113 | ﹤0.01% | 479 |
|
|
2024
Q3 | $12.2K | Buy |
+302
| New | +$12.2K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-316
| Closed | -$12K | – | 808 |
|
|
2022
Q3 | $12K | Buy |
+316
| New | +$12K | ﹤0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-388
| Closed | -$13K | – | 702 |
|
|
2019
Q4 | $13K | Buy |
+388
| New | +$13K | 0.01% | 433 |
|