Bruce G. Allen Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1K | Hold |
532
| – | – | 0.02% | 376 |
|
|
2025
Q1 | $24.5K | Sell |
532
-46
| -8% | -$2.12K | 0.02% | 362 |
|
|
2024
Q4 | $21.8K | Hold |
578
| – | – | 0.02% | 371 |
|
|
2024
Q3 | $23.4K | Sell |
578
-8
| -1% | -$324 | 0.02% | 366 |
|
|
2024
Q2 | $20.3K | Buy |
586
+51
| +10% | +$1.77K | 0.02% | 366 |
|
|
2024
Q1 | $20.1K | Sell |
535
-405
| -43% | -$15.2K | 0.02% | 380 |
|
|
2023
Q4 | $33.7K | Buy |
+940
| New | +$33.7K | 0.03% | 298 |
|