Benjamin Edwards Inc’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,273
| Closed | -$613K | – | 1099 |
|
|
2024
Q4 | $613K | Sell |
16,273
-1,308
| -7% | -$49.3K | 0.01% | 766 |
|
|
2024
Q3 | $714K | Buy |
17,581
+2,741
| +18% | +$111K | 0.01% | 691 |
|
|
2024
Q2 | $514K | Buy |
14,840
+863
| +6% | +$29.9K | 0.1% | 213 |
|
|
2024
Q1 | $525K | Sell |
13,977
-4,216
| -23% | -$158K | 0.1% | 213 |
|
|
2023
Q4 | $653K | Sell |
18,193
-27,859
| -60% | -$1,000K | 0.14% | 167 |
|
|
2023
Q3 | $1.74M | Sell |
46,052
-1,374
| -3% | -$51.9K | 0.41% | 69 |
|
|
2023
Q2 | $1.93M | Buy |
47,426
+15,809
| +50% | +$644K | 0.45% | 64 |
|
|
2023
Q1 | $1.32M | Sell |
31,617
-2,545
| -7% | -$107K | 0.32% | 89 |
|
|
2022
Q4 | $1.48M | Buy |
34,162
+16,517
| +94% | +$714K | 0.39% | 76 |
|
|
2022
Q3 | $661K | Buy |
17,645
+2,570
| +17% | +$96.3K | 0.2% | 138 |
|
|
2022
Q2 | $683K | Buy |
15,075
+5,207
| +53% | +$236K | 0.2% | 138 |
|
|
2022
Q1 | $470K | Buy |
9,868
+5,149
| +109% | +$245K | 0.14% | 175 |
|
|
2021
Q4 | $194K | Buy |
+4,719
| New | +$194K | 0.06% | 266 |
|