V Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $309K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $111K | Buy |
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