Caldwell Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Buy |
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|
2025
Q2 | $631K | Hold |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $591K | Hold |
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|
2024
Q3 | $637K | Hold |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $608K | Hold |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $739K | Buy |
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|
2022
Q1 | $183K | Sell |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q3 | $130K | Sell |
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|
2021
Q2 | $122K | Sell |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $109K | Hold |
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|
2020
Q3 | $92.5K | Sell |
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|
2020
Q2 | $106K | Sell |
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $145K | Buy |
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