Western Pacific Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,975
| Closed | -$80.1K | – | 231 |
|
|
2024
Q3 | $80.1K | Hold |
1,975
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $68.4K | Hold |
1,975
| – | – | 0.05% | 127 |
|
|
2024
Q1 | $74.2K | Sell |
1,975
-1,128
| -36% | -$42.4K | 0.05% | 120 |
|
|
2023
Q4 | $111K | Buy |
3,103
+668
| +27% | +$24K | 0.08% | 79 |
|
|
2023
Q3 | $92K | Buy |
2,435
+189
| +8% | +$7.14K | 0.08% | 85 |
|
|
2023
Q2 | $91.5K | Buy |
2,246
+919
| +69% | +$37.4K | 0.07% | 89 |
|
|
2023
Q1 | $55.6K | Buy |
1,327
+1,102
| +490% | +$46.2K | 0.04% | 136 |
|
|
2022
Q4 | $9.73K | Hold |
225
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $8K | Hold |
225
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $10K | Hold |
225
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $10K | Sell |
225
-90
| -29% | -$4K | 0.01% | 164 |
|
|
2021
Q4 | $12K | Buy |
+315
| New | +$12K | 0.01% | 168 |
|