Winch Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-111
| Closed | -$4.18K | – | 514 |
|
|
2024
Q4 | $4.18K | Buy |
+111
| New | +$4.18K | ﹤0.01% | 382 |
|
|
2024
Q2 | – | Sell |
-126
| Closed | -$4.75K | – | 458 |
|
|
2024
Q1 | $4.75K | Buy |
+126
| New | +$4.75K | ﹤0.01% | 313 |
|
|
2020
Q4 | – | Sell |
-31
| Closed | -$1K | – | 438 |
|
|
2020
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 358 |
|
|
2015
Q4 | – | Sell |
-248
| Closed | -$5K | – | 265 |
|
|
2015
Q3 | $5K | Buy |
248
+3
| +1% | +$60 | 0.01% | 155 |
|
|
2015
Q2 | $5K | Buy |
245
+2
| +0.8% | +$41 | ﹤0.01% | 205 |
|
|
2015
Q1 | $6K | Buy |
+243
| New | +$6K | ﹤0.01% | 186 |
|
|
2014
Q4 | – | Sell |
-237
| Closed | – | – | 83 |
|
|
2014
Q3 | $0 | Hold |
237
| – | – | ﹤0.01% | 243 |
|
|
2014
Q2 | $6K | Buy |
237
+3
| +1% | +$76 | ﹤0.01% | 188 |
|
|
2014
Q1 | $6K | Buy |
+234
| New | +$6K | ﹤0.01% | 204 |
|