WR Wealth Planners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.3K | Sell |
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|
2024
Q3 | $26.5K | Buy |
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|
2024
Q2 | $21.1K | Buy |
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|
2024
Q1 | $22.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $20.9K | Hold |
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|
2023
Q2 | $22.6K | Hold |
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|
2023
Q1 | $23.2K | Buy |
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|
2022
Q4 | $4.67K | Hold |
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|
2022
Q3 | $4.05K | Hold |
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|
2022
Q2 | $4.89K | Hold |
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|
2022
Q1 | $5.14K | Buy |
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