Willis Johnson & Associates’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 |
-17,480
| Closed | -$709K | – | 159 |
|
|
2024
Q3 | $709K | Hold |
17,480
| – | – | 0.05% | 76 |
|
|
2024
Q2 | $605K | Hold |
17,480
| – | – | 0.05% | 81 |
|
|
2024
Q1 | $657K | Buy |
17,480
+170
| +1% | +$6.39K | 0.06% | 70 |
|
|
2023
Q4 | $621K | Buy |
17,310
+163
| +1% | +$5.85K | 0.06% | 66 |
|
|
2023
Q3 | $648K | Buy |
17,147
+139
| +0.8% | +$5.25K | 0.07% | 69 |
|
|
2023
Q2 | $693K | Buy |
17,008
+81
| +0.5% | +$3.3K | 0.07% | 68 |
|
|
2023
Q1 | $709K | Buy |
16,927
+215
| +1% | +$9.01K | 0.08% | 68 |
|
|
2022
Q4 | $722K | Buy |
+16,712
| New | +$722K | 0.09% | 65 |
|