Valued 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 | $4.52K | Buy |
104
+24
| +30% | +$1.04K | ﹤0.01% | 296 |
|
|
2025
Q1 | $3.71K | Hold |
80
| – | – | ﹤0.01% | 350 |
|
|
2024
Q4 | $3.01K | Buy |
80
+15
| +23% | +$565 | ﹤0.01% | 362 |
|
|
2024
Q3 | $2.64K | Buy |
65
+31
| +91% | +$1.26K | ﹤0.01% | 347 |
|
|
2024
Q2 | $1.18K | Hold |
34
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $1.28K | Sell |
34
-12
| -26% | -$451 | ﹤0.01% | 417 |
|
|
2023
Q4 | $1.74K | Buy |
+46
| New | +$1.74K | ﹤0.01% | 319 |
|