Bell Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
393
+49
| +14% | +$2.13K | ﹤0.01% | 473 |
|
|
2025
Q1 | $15.9K | Buy |
344
+64
| +23% | +$2.95K | ﹤0.01% | 455 |
|
|
2024
Q4 | $10.5K | Buy |
280
+42
| +18% | +$1.58K | ﹤0.01% | 582 |
|
|
2024
Q3 | $9.65K | Sell |
238
-13
| -5% | -$527 | ﹤0.01% | 641 |
|
|
2024
Q2 | $8.69K | Sell |
251
-1
| -0.4% | -$35 | ﹤0.01% | 668 |
|
|
2024
Q1 | $9.47K | Buy |
252
+8
| +3% | +$301 | ﹤0.01% | 611 |
|
|
2023
Q4 | $8.76K | Sell |
244
-124
| -34% | -$4.45K | ﹤0.01% | 613 |
|
|
2023
Q3 | $13.9K | Buy |
368
+102
| +38% | +$3.86K | ﹤0.01% | 394 |
|
|
2023
Q2 | $10.8K | Sell |
266
-24
| -8% | -$978 | ﹤0.01% | 482 |
|
|
2023
Q1 | $12.1K | Buy |
290
+71
| +32% | +$2.97K | ﹤0.01% | 423 |
|
|
2022
Q4 | $9.47K | Buy |
219
+97
| +80% | +$4.19K | ﹤0.01% | 503 |
|
|
2022
Q3 | $5K | Sell |
122
-12
| -9% | -$492 | ﹤0.01% | 668 |
|
|
2022
Q2 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 618 |
|
|
2021
Q4 | $17K | Sell |
415
-212
| -34% | -$8.68K | ﹤0.01% | 346 |
|
|
2021
Q3 | $22K | Buy |
+627
| New | +$22K | 0.01% | 264 |
|