Barrett & Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Hold |
492
| – | – | 0.01% | 406 |
|
|
2025
Q1 | $22.7K | Hold |
492
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $18.5K | Hold |
492
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $19.9K | Hold |
492
| – | – | 0.01% | 363 |
|
|
2024
Q2 | $17K | Buy |
492
+2
| +0.4% | +$69 | 0.01% | 388 |
|
|
2024
Q1 | $18.4K | Hold |
490
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $17.6K | Hold |
490
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $18.5K | Hold |
490
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $20K | Buy |
490
+325
| +197% | +$13.2K | 0.01% | 346 |
|
|
2023
Q1 | $6.91K | Hold |
165
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $7.13K | Hold |
165
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $7.13K | Buy |
+165
| New | +$7.13K | ﹤0.01% | 413 |
|