Total Clarity Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
13,926
+4,345
| +45% | +$189K | 0.17% | 138 |
|
|
2025
Q1 | $361K | Hold |
9,581
| – | – | 0.12% | 177 |
|
|
2024
Q4 | $361K | Buy |
9,581
+3,111
| +48% | +$117K | 0.12% | 177 |
|
|
2024
Q3 | $262K | Sell |
6,470
-179
| -3% | -$7.26K | 0.08% | 212 |
|
|
2024
Q2 | $230K | Sell |
6,649
-120
| -2% | -$4.15K | 0.08% | 223 |
|
|
2024
Q1 | $254K | Sell |
6,769
-106
| -2% | -$3.98K | 0.09% | 230 |
|
|
2023
Q4 | $247K | Buy |
6,875
+769
| +13% | +$27.6K | 0.1% | 202 |
|
|
2023
Q3 | $231K | Sell |
6,106
-44
| -0.7% | -$1.66K | 0.11% | 192 |
|
|
2023
Q2 | $251K | Buy |
6,150
+39
| +0.6% | +$1.59K | 0.12% | 179 |
|
|
2023
Q1 | $256K | Sell |
6,111
-2,938
| -32% | -$123K | 0.14% | 144 |
|
|
2022
Q4 | $391K | Buy |
9,049
+4
| +0% | +$173 | 0.2% | 128 |
|
|
2022
Q3 | $339K | Buy |
9,045
+2,291
| +34% | +$85.9K | 0.21% | 139 |
|
|
2022
Q2 | $306K | Buy |
6,754
+91
| +1% | +$4.12K | 0.16% | 149 |
|
|
2022
Q1 | $317K | Sell |
6,663
-2,781
| -29% | -$132K | 0.17% | 155 |
|
|
2021
Q4 | $389K | Buy |
9,444
+4,887
| +107% | +$201K | 0.18% | 131 |
|
|
2021
Q3 | $157K | Buy |
+4,557
| New | +$157K | 0.07% | 244 |
|
|
2021
Q2 | – | Sell |
-6,099
| Closed | -$190K | – | 353 |
|
|
2021
Q1 | $190K | Buy |
+6,099
| New | +$190K | 0.11% | 181 |
|
|
2020
Q2 | – | Sell |
-7,606
| Closed | -$200K | – | 127 |
|
|
2020
Q1 | $200K | Sell |
7,606
-443
| -6% | -$11.6K | 0.31% | 90 |
|
|
2019
Q4 | $262K | Buy |
+8,049
| New | +$262K | 0.2% | 103 |
|