True Wealth Design’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
244
+61
| +33% | +$2.64K | ﹤0.01% | 559 |
|
|
2025
Q1 | $8.41K | Buy |
183
+133
| +266% | +$6.12K | ﹤0.01% | 524 |
|
|
2024
Q4 | $1.87K | Buy |
50
+25
| +100% | +$934 | ﹤0.01% | 758 |
|
|
2024
Q3 | $1.01K | Buy |
25
+3
| +14% | +$122 | ﹤0.01% | 971 |
|
|
2024
Q2 | $762 | Buy |
22
+3
| +16% | +$104 | ﹤0.01% | 575 |
|
|
2024
Q1 | $714 | Buy |
19
+8
| +73% | +$301 | ﹤0.01% | 544 |
|
|
2023
Q4 | $395 | Hold |
11
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $416 | Hold |
11
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $449 | Hold |
11
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $461 | Hold |
11
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $476 | Buy |
+11
| New | +$476 | ﹤0.01% | 464 |
|