Advisory Alpha’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $298K | Buy |
6,857
+1,482
| +28% | +$64.4K | 0.01% | 371 |
|
2025
Q1 | $248K | Buy |
+5,375
| New | +$248K | 0.01% | 391 |
|
2020
Q4 | – | Sell |
-1,077
| Closed | -$29K | – | 270 |
|
2020
Q3 | $29K | Buy |
+1,077
| New | +$29K | 0.01% | 270 |
|
2020
Q2 | – | Sell |
-1,077
| Closed | -$27.9K | – | 251 |
|
2020
Q1 | $27.9K | Hold |
1,077
| – | – | 0.01% | 274 |
|
2019
Q4 | $35.5K | Sell |
1,077
-39
| -3% | -$1.29K | 0.01% | 326 |
|
2019
Q3 | $38.1K | Buy |
+1,116
| New | +$38.1K | 0.01% | 277 |
|
2019
Q2 | – | Sell |
-1,095
| Closed | -$38.1K | – | 280 |
|
2019
Q1 | $38.1K | Buy |
+1,095
| New | +$38.1K | 0.01% | 267 |
|