TriaGen 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 | $610K | Buy |
14,050
+101
| +0.7% | +$4.39K | 0.18% | 105 |
|
|
2025
Q1 | $643K | Buy |
+13,949
| New | +$643K | 0.23% | 89 |
|
|
2022
Q2 | – | Sell |
-14,919
| Closed | -$711K | – | 170 |
|
|
2022
Q1 | $711K | Buy |
14,919
+5,193
| +53% | +$247K | 0.37% | 80 |
|
|
2021
Q4 | $401K | Hold |
9,726
| – | – | 0.2% | 118 |
|
|
2021
Q3 | $335K | Hold |
9,726
| – | – | 0.18% | 133 |
|
|
2021
Q2 | $325K | Sell |
9,726
-5,226
| -35% | -$175K | 0.17% | 138 |
|
|
2021
Q1 | $466K | Hold |
14,952
| – | – | 0.27% | 97 |
|
|
2020
Q4 | $450K | Buy |
+14,952
| New | +$450K | 0.26% | 103 |
|