WDG
Wealth Dimensions Group’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
4,659
+2
| +0% | +$87 | 0.04% | 168 |
|
|
2025
Q1 | $215K | Buy |
+4,657
| New | +$215K | 0.05% | 154 |
|
|
2023
Q4 | – | Sell |
-5,424
| Closed | -$205K | – | 137 |
|
|
2023
Q3 | $205K | Hold |
5,424
| – | – | 0.07% | 127 |
|
|
2023
Q2 | $221K | Hold |
5,424
| – | – | 0.08% | 125 |
|
|
2023
Q1 | $227K | Hold |
5,424
| – | – | 0.09% | 121 |
|
|
2022
Q4 | $234K | Hold |
5,424
| – | – | 0.1% | 120 |
|
|
2022
Q3 | $203K | Hold |
5,424
| – | – | 0.1% | 115 |
|
|
2022
Q2 | $246K | Hold |
5,424
| – | – | 0.12% | 106 |
|
|
2022
Q1 | $258K | Hold |
5,424
| – | – | 0.12% | 117 |
|
|
2021
Q4 | $313K | Hold |
5,424
| – | – | 0.15% | 99 |
|
|
2021
Q3 | $262K | Hold |
5,424
| – | – | 0.17% | 105 |
|
|
2021
Q2 | $240K | Hold |
5,424
| – | – | 0.16% | 105 |
|
|
2021
Q1 | $237K | Hold |
5,424
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $229K | Buy |
+5,424
| New | +$229K | 0.2% | 95 |
|