WealthPLAN Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,274
| Closed | -$51.9K | – | 558 |
|
|
2023
Q2 | $51.9K | Hold |
1,274
| – | – | 0.01% | 499 |
|
|
2023
Q1 | $53.4K | Buy |
+1,274
| New | +$53.4K | 0.01% | 539 |
|
|
2016
Q3 | $21.5K | Sell |
948
-1,626
| -63% | -$37K | 0.01% | 471 |
|
|
2016
Q2 | $24.4K | Buy |
+2,574
| New | +$24.4K | ﹤0.01% | 1300 |
|