WR Wealth Planners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.3K | Sell |
513
-140
| -21% | -$5.27K | 0.01% | 465 |
|
|
2024
Q3 | $26.5K | Buy |
653
+43
| +7% | +$1.74K | 0.01% | 439 |
|
|
2024
Q2 | $21.1K | Buy |
610
+16
| +3% | +$554 | 0.01% | 438 |
|
|
2024
Q1 | $22.3K | Buy |
+594
| New | +$22.3K | 0.01% | 432 |
|
|
2023
Q4 | – | Sell |
-554
| Closed | -$20.9K | – | 403 |
|
|
2023
Q3 | $20.9K | Hold |
554
| – | – | 0.01% | 418 |
|
|
2023
Q2 | $22.6K | Hold |
554
| – | – | 0.01% | 414 |
|
|
2023
Q1 | $23.2K | Buy |
554
+446
| +413% | +$18.7K | 0.01% | 408 |
|
|
2022
Q4 | $4.67K | Hold |
108
| – | – | ﹤0.01% | 332 |
|
|
2022
Q3 | $4.05K | Hold |
108
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $4.9K | Hold |
108
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $5.14K | Buy |
+108
| New | +$5.14K | ﹤0.01% | 355 |
|