Alta Advisers’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
5,008
| – | – | 0.08% | 228 |
|
|
2025
Q1 | $231K | Buy |
+5,008
| New | +$231K | 0.1% | 202 |
|
|
2024
Q4 | – | Sell |
-2,800
| Closed | -$114K | – | 247 |
|
|
2024
Q3 | $114K | Hold |
2,800
| – | – | 0.05% | 262 |
|
|
2024
Q2 | $96.9K | Hold |
2,800
| – | – | 0.05% | 271 |
|
|
2024
Q1 | $105K | Hold |
2,800
| – | – | 0.05% | 265 |
|
|
2023
Q4 | $101K | Hold |
2,800
| – | – | 0.05% | 255 |
|
|
2023
Q3 | $106K | Hold |
2,800
| – | – | 0.06% | 220 |
|
|
2023
Q2 | $114K | Hold |
2,800
| – | – | 0.06% | 205 |
|
|
2023
Q1 | $117K | Hold |
2,800
| – | – | 0.07% | 190 |
|
|
2022
Q4 | $121K | Hold |
2,800
| – | – | 0.07% | 179 |
|
|
2022
Q3 | $105K | Buy |
+2,800
| New | +$105K | 0.07% | 193 |
|