Alpha Family Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
4,880
| – | – | 0.1% | 182 |
|
|
2025
Q1 | $225K | Buy |
+4,880
| New | +$225K | 0.13% | 150 |
|
|
2024
Q1 | – | Sell |
-6,280
| Closed | -$225K | – | 160 |
|
|
2023
Q4 | $225K | Buy |
+6,280
| New | +$225K | 0.15% | 132 |
|
|
2023
Q3 | – | Sell |
-5,730
| Closed | -$233K | – | 135 |
|
|
2023
Q2 | $233K | Buy |
+5,730
| New | +$233K | 0.16% | 105 |
|