Bare Financial Services’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 | Buy |
5,009
+2,574
| +106% | +$112K | 0.07% | 39 |
|
|
2025
Q1 | $112K | Hold |
2,435
| – | – | 0.04% | 46 |
|
|
2024
Q4 | $91.7K | Buy |
2,435
+2,027
| +497% | +$76.3K | 0.04% | 49 |
|
|
2024
Q3 | $16.5K | Hold |
408
| – | – | 0.01% | 88 |
|
|
2024
Q2 | $15.2K | Hold |
408
| – | – | 0.01% | 88 |
|
|
2024
Q1 | $15.3K | Sell |
408
-3,094
| -88% | -$116K | 0.01% | 81 |
|
|
2023
Q4 | $126K | Buy |
+3,502
| New | +$126K | 0.25% | 33 |
|