Capital Advisors Inc’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$906K Buy
2022
Q1
Sell
2021
Q4
$223K Buy
2021
Q2
Sell
2021
Q1
$354K Buy
2015
Q4
Sell
2015
Q3
$4.55M Sell
2015
Q2
$8.45M Buy
2015
Q1
$8.67M Buy