Wells Trecaso Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,360
| Closed | -$201K | – | 92 |
|
|
2025
Q1 | $201K | Buy |
+4,360
| New | +$201K | 0.07% | 91 |
|
|
2022
Q2 | – | Sell |
-4,360
| Closed | -$208K | – | 79 |
|
|
2022
Q1 | $208K | Sell |
4,360
-1,753
| -29% | -$83.6K | 0.09% | 83 |
|
|
2021
Q4 | $252K | Hold |
6,113
| – | – | 0.11% | 79 |
|
|
2021
Q3 | $211K | Buy |
+6,113
| New | +$211K | 0.1% | 79 |
|