Wela Strategies’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.7K | Hold |
18,702
| – | – | 0.01% | 53 |
|
2025
Q1 | $18.7K | Buy |
18,702
+7,609
| +69% | +$7.61K | 0.01% | 52 |
|
2024
Q4 | $413K | Sell |
11,093
-7,609
| -41% | -$283K | 0.18% | 44 |
|
2024
Q3 | $18.7K | Sell |
18,702
-292
| -2% | -$292 | 0.01% | 52 |
|
2024
Q2 | $28.8K | Buy |
18,994
+292
| +2% | +$443 | 0.01% | 50 |
|
2024
Q1 | $18.7K | Hold |
18,702
| – | – | 0.01% | 50 |
|
2023
Q4 | $18.7K | Hold |
18,702
| – | – | 0.01% | 49 |
|
2023
Q3 | $18.7K | Buy |
+18,702
| New | +$18.7K | 0.01% | 45 |
|
2023
Q2 | – | Sell |
-18,702
| Closed | -$18.7K | – | 41 |
|
2023
Q1 | $18.7K | Hold |
18,702
| – | – | 0.01% | 46 |
|
2022
Q4 | $19K | Hold |
18,702
| – | – | 0.01% | 45 |
|
2022
Q3 | $19K | Hold |
18,702
| – | – | 0.01% | 45 |
|
2022
Q2 | $19K | Hold |
18,702
| – | – | 0.01% | 45 |
|
2022
Q1 | $19K | Sell |
18,702
-7,518
| -29% | -$7.64K | 0.01% | 47 |
|
2021
Q4 | $19K | Hold |
26,220
| – | – | 0.01% | 44 |
|
2021
Q3 | $19K | Hold |
26,220
| – | – | 0.01% | 44 |
|
2021
Q2 | $19K | Hold |
26,220
| – | – | 0.01% | 44 |
|
2021
Q1 | $19K | Buy |
+26,220
| New | +$19K | 0.01% | 44 |
|