BA
Bellwether Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48K | Buy |
57
+7
| +14% | +$304 | ﹤0.01% | 480 |
|
|
2025
Q1 | $2.3K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $1.88K | Buy |
+50
| New | +$1.88K | ﹤0.01% | 447 |
|
|
2022
Q2 | – | Sell |
-52,277
| Closed | -$2.49M | – | 463 |
|
|
2022
Q1 | $2.49M | Buy |
52,277
+24,602
| +89% | +$1.17M | 0.74% | 28 |
|
|
2021
Q4 | $1.6M | Buy |
27,675
+8,114
| +41% | +$469K | 0.5% | 39 |
|
|
2021
Q3 | $945K | Buy |
+19,561
| New | +$945K | 0.31% | 68 |
|