Ten Capital Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $168K | Buy |
4,147
+1,378
| +50% | +$55.8K | 0.05% | 144 |
|
|
2023
Q1 | $116K | Hold |
2,769
| – | – | 0.04% | 151 |
|
|
2022
Q4 | $120K | Sell |
2,769
-932
| -25% | -$40.3K | 0.05% | 121 |
|
|
2022
Q3 | $139K | Hold |
3,701
| – | – | 0.06% | 100 |
|
|
2022
Q2 | $168K | Hold |
3,701
| – | – | 0.07% | 86 |
|
|
2022
Q1 | $176K | Buy |
3,701
+2,649
| +252% | +$126K | 0.07% | 88 |
|
|
2021
Q4 | $43K | Hold |
1,052
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $36K | Hold |
1,052
| – | – | 0.02% | 153 |
|
|
2021
Q2 | $33K | Hold |
1,052
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $32K | Hold |
1,052
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $32K | Buy |
+1,052
| New | +$32K | 0.01% | 192 |
|