Anchor Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
529
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $24.4K | Buy |
529
+4
| +0.8% | +$184 | ﹤0.01% | 678 |
|
|
2024
Q4 | $19.8K | Buy |
525
+5
| +1% | +$188 | ﹤0.01% | 712 |
|
|
2024
Q3 | $21.1K | Buy |
520
+464
| +829% | +$18.8K | ﹤0.01% | 690 |
|
|
2024
Q2 | $1.94K | Hold |
56
| – | – | ﹤0.01% | 917 |
|
|
2024
Q1 | $2.1K | Buy |
56
+31
| +124% | +$1.17K | ﹤0.01% | 936 |
|
|
2023
Q4 | $898 | Hold |
25
| – | – | ﹤0.01% | 921 |
|
|
2023
Q3 | $945 | Hold |
25
| – | – | ﹤0.01% | 935 |
|
|
2023
Q2 | $1.02K | Hold |
25
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $1.05K | Sell |
25
-700
| -97% | -$29.3K | ﹤0.01% | 942 |
|
|
2022
Q4 | $31.3K | Buy |
725
+700
| +2,800% | +$30.3K | ﹤0.01% | 588 |
|
|
2022
Q3 | $937 | Hold |
25
| – | – | ﹤0.01% | 937 |
|
|
2022
Q2 | $1.13K | Sell |
25
-225
| -90% | -$10.2K | ﹤0.01% | 930 |
|
|
2022
Q1 | $11.9K | Buy |
+250
| New | +$11.9K | ﹤0.01% | 738 |
|
|
2021
Q4 | – | Sell |
-701
| Closed | -$24.2K | – | 1016 |
|
|
2021
Q3 | $24.2K | Hold |
701
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $22.2K | Hold |
701
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $21.9K | Buy |
+701
| New | +$21.9K | ﹤0.01% | 618 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$1.45K | – | 914 |
|
|
2020
Q2 | $1.45K | Buy |
+56
| New | +$1.45K | ﹤0.01% | 811 |
|
|
2017
Q3 | – | Sell |
-25,149
| Closed | -$647K | – | 776 |
|
|
2017
Q2 | $647K | Buy |
25,149
+18,101
| +257% | +$466K | 0.21% | 110 |
|
|
2017
Q1 | $181K | Sell |
7,048
-1,120
| -14% | -$28.7K | 0.06% | 247 |
|
|
2016
Q4 | $207K | Buy |
8,168
+3
| +0% | +$76 | 0.08% | 224 |
|
|
2016
Q3 | $194K | Sell |
8,165
-68
| -0.8% | -$1.62K | 0.08% | 223 |
|
|
2016
Q2 | $214K | Sell |
8,233
-3,226
| -28% | -$83.7K | 0.08% | 211 |
|
|
2016
Q1 | $293K | Buy |
+11,459
| New | +$293K | 0.12% | 171 |
|