World Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
11,653
+3,552
| +44% | +$154K | 0.01% | 727 |
|
|
2025
Q1 | $373K | Buy |
8,101
+1,310
| +19% | +$60.4K | 0.01% | 786 |
|
|
2024
Q4 | $256K | Sell |
6,791
-96
| -1% | -$3.61K | 0.01% | 875 |
|
|
2024
Q3 | $279K | Sell |
6,887
-212
| -3% | -$8.6K | 0.01% | 758 |
|
|
2024
Q2 | $246K | Buy |
+7,099
| New | +$246K | 0.02% | 544 |
|