U.S. Capital Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
6,333
+1,923
| +44% | +$83.5K | 0.01% | 744 |
|
|
2025
Q1 | $203K | Sell |
4,410
-1,839
| -29% | -$84.7K | 0.01% | 797 |
|
|
2024
Q4 | $235K | Buy |
+6,249
| New | +$235K | 0.01% | 739 |
|
|
2023
Q1 | – | Sell |
-3,961
| Closed | -$171K | – | 919 |
|
|
2022
Q4 | $171K | Buy |
+3,961
| New | +$171K | 0.01% | 639 |
|
|
2022
Q2 | – | Sell |
-5,670
| Closed | -$270K | – | 683 |
|
|
2022
Q1 | $270K | Buy |
+5,670
| New | +$270K | 0.01% | 621 |
|
|
2021
Q4 | – | Sell |
-93,990
| Closed | -$3.24M | – | 725 |
|
|
2021
Q3 | $3.24M | Buy |
+93,990
| New | +$3.24M | 0.14% | 171 |
|