Wealthcare Advisory Partners’s Exelon EXC Stock Holding History

Wealthcare Advisory Partners’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy	25,546 +362	+1%	+$15.7K	0.03%	455
2025 Q1	$1.16M	Buy	25,184 +1,948	+8%	+$89.8K	0.03%	415
2024 Q4	$875K	Buy	23,236 +525	+2%	+$19.8K	0.02%	452
2024 Q3	$921K	Sell	22,711 -117	-0.5%	-$4.74K	0.03%	439
2024 Q2	$790K	Buy	22,828 +3,655	+19%	+$126K	0.02%	446
2024 Q1	$720K	Buy	19,173 +80	+0.4%	+$3.01K	0.02%	467
2023 Q4	$685K	Buy	19,093 +28	+0.1%	+$1.01K	0.03%	411
2023 Q3	$720K	Sell	19,065 -1,781	-9%	-$67.3K	0.03%	346
2023 Q2	$849K	Buy	20,846 +893	+4%	+$36.4K	0.04%	321
2023 Q1	$836K	Buy	19,953 +13	+0.1%	+$545	0.04%	325
2022 Q4	$862K	Buy	19,940 +1,330	+7%	+$57.5K	0.04%	303
2022 Q3	$697K	Buy	18,610 +310	+2%	+$11.6K	0.04%	287
2022 Q2	$829K	Buy	18,300 +1,492	+9%	+$67.6K	0.05%	233
2022 Q1	$801K	Sell	16,808 -6,353	-27%	-$303K	0.05%	226
2021 Q4	$954K	Buy	23,161 +5,012	+28%	+$206K	0.06%	204
2021 Q3	$626K	Sell	18,149 -346	-2%	-$11.9K	0.04%	277
2021 Q2	$585K	Sell	18,495 -410	-2%	-$13K	0.04%	286
2021 Q1	$590K	Buy	18,905 +93	+0.5%	+$2.9K	0.04%	260
2020 Q4	$566K	Buy	18,812 +109	+0.6%	+$3.28K	0.05%	217
2020 Q3	$477K	Buy	18,703 +55	+0.3%	+$1.4K	0.05%	205
2020 Q2	$483K	Buy	18,648 +1,982	+12%	+$51.3K	0.06%	178
2020 Q1	$438K	Buy	16,666 +2,569	+18%	+$67.5K	0.06%	168
2019 Q4	$458K	Sell	14,097 -1,136	-7%	-$36.9K	0.06%	181
2019 Q3	$525K	Buy	15,233 +2,961	+24%	+$102K	0.08%	145
2019 Q2	$420K	Sell	12,272 -1,333	-10%	-$45.6K	0.07%	158
2019 Q1	$486K	Sell	13,605 -73	-0.5%	-$2.61K	0.08%	138
2018 Q4	$440K	Buy	13,678 +23	+0.2%	+$740	0.09%	127
2018 Q3	$425K	Sell	13,655 -2,594	-16%	-$80.7K	0.08%	137
2018 Q2	$494K	Buy	16,249 +71	+0.4%	+$2.16K	0.1%	121
2018 Q1	$450K	Buy	16,178 +27	+0.2%	+$751	0.1%	113
2017 Q4	$454K	Buy	16,151 +744	+5%	+$20.9K	0.12%	103
2017 Q3	$414K	Buy	+15,407	New	+$414K	0.12%	92