Caldwell Sutter Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
271
| – | – | 0.01% | 515 |
|
|
2025
Q1 | $12.5K | Hold |
271
| – | – | 0.01% | 514 |
|
|
2024
Q4 | $10.2K | Hold |
271
| – | – | ﹤0.01% | 547 |
|
|
2024
Q3 | $11K | Hold |
271
| – | – | 0.01% | 547 |
|
|
2024
Q2 | $9.38K | Hold |
271
| – | – | ﹤0.01% | 561 |
|
|
2024
Q1 | $10.2K | Hold |
271
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $9.73K | Buy |
271
+10
| +4% | +$359 | ﹤0.01% | 551 |
|
|
2023
Q3 | $9.86K | Hold |
261
| – | – | 0.01% | 532 |
|
|
2023
Q2 | $10.6K | Buy |
261
+43
| +20% | +$1.75K | 0.01% | 517 |
|
|
2023
Q1 | $9.13K | Buy |
+218
| New | +$9.13K | 0.01% | 400 |
|