Sutton Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $50.5K | Buy |
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|
2023
Q2 | $52.1K | Hold |
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|
2023
Q1 | $53.6K | Sell |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $106K | Sell |
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|
2022
Q2 | $130K | Buy |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $162K | Hold |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $123K | Buy |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q3 | $99.3K | Hold |
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|
2020
Q2 | $101K | Buy |
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|
2020
Q1 | $98.4K | Sell |
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|
2019
Q4 | $124K | Buy |
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|
2019
Q3 | $130K | Hold |
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|
2019
Q2 | $129K | Hold |
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|
2019
Q1 | $135K | Buy |
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|
2018
Q4 | $121K | Buy |
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|
2018
Q3 | $116K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $104K | Hold |
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|
2017
Q4 | $105K | Hold |
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|
2017
Q3 | $100K | Hold |
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|
2017
Q2 | $95.9K | Buy |
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|
2017
Q1 | $94.4K | Hold |
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|
2016
Q4 | $93.1K | Hold |
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|
2016
Q3 | $87.4K | Sell |
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|
2016
Q2 | $95.7K | Buy |
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|
2016
Q1 | $94.1K | Buy |
|