TFO Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$215 | – | 848 |
|
|
2023
Q4 | $215 | Hold |
6
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $244 | Buy |
+6
| New | +$244 | ﹤0.01% | 732 |
|
|
2022
Q3 | – | Sell |
-142
| Closed | -$6K | – | 256 |
|
|
2022
Q2 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 191 |
|
|
2022
Q1 | – | Sell |
-77
| Closed | -$3K | – | 131 |
|
|
2021
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 115 |
|