Wagner Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-166
| Closed | -$6K | – | 406 |
|
|
2022
Q3 | $6K | Hold |
166
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $8K | Buy |
+166
| New | +$8K | 0.01% | 473 |
|
|
2022
Q1 | – | Sell |
-233
| Closed | -$10K | – | 359 |
|
|
2021
Q4 | $10K | Hold |
233
| – | – | 0.01% | 490 |
|
|
2021
Q3 | $9K | Hold |
233
| – | – | 0.01% | 486 |
|
|
2021
Q2 | $7K | Hold |
233
| – | – | 0.01% | 524 |
|
|
2021
Q1 | $7K | Buy |
+233
| New | +$7K | 0.01% | 502 |
|
|
2018
Q1 | – | Sell |
-645
| Closed | -$18K | – | 688 |
|
|
2017
Q4 | $18K | Buy |
+645
| New | +$18K | 0.01% | 317 |
|