True Wealth Design’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.4K | Buy |
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|
2025
Q2 | $10.6K | Buy |
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|
2025
Q1 | $8.41K | Buy |
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|
2024
Q4 | $1.87K | Buy |
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|
2024
Q3 | $1.01K | Buy |
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|
2024
Q2 | $762 | Buy |
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|
2024
Q1 | $714 | Buy |
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|
2023
Q4 | $395 | Hold |
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|
2023
Q3 | $416 | Hold |
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|
2023
Q2 | $449 | Hold |
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|
2023
Q1 | $461 | Hold |
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|
2022
Q4 | $476 | Buy |
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