Belpointe Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $226K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $123K | Sell |
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|
2022
Q1 | $141K | Sell |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $295K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $107K | Sell |
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|
2019
Q3 | $160K | Buy |
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