Widmann Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,928
| Closed | -$101K | – | 115 |
|
|
2024
Q2 | $101K | Buy |
+2,928
| New | +$101K | 0.08% | 130 |
|
|
2022
Q4 | – | Sell |
-23,126
| Closed | -$866K | – | 84 |
|
|
2022
Q3 | $866K | Buy |
23,126
+90
| +0.4% | +$3.37K | 0.96% | 37 |
|
|
2022
Q2 | $1.04M | Buy |
+23,036
| New | +$1.04M | 1.08% | 33 |
|
|
2022
Q1 | – | Sell |
-3,241
| Closed | -$133K | – | 206 |
|
|
2021
Q4 | $133K | Buy |
+3,241
| New | +$133K | 0.11% | 105 |
|