CBIZ Investment Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.2K | Buy |
1,295
+773
| +148% | +$33.6K | ﹤0.01% | 121 |
|
|
2025
Q1 | $24K | Buy |
522
+87
| +20% | +$4.01K | ﹤0.01% | 207 |
|
|
2024
Q4 | $16.4K | Buy |
435
+1
| +0.2% | +$38 | ﹤0.01% | 240 |
|
|
2024
Q3 | $17.6K | Hold |
434
| – | – | ﹤0.01% | 211 |
|
|
2024
Q2 | $15K | Buy |
434
+1
| +0.2% | +$35 | ﹤0.01% | 209 |
|
|
2024
Q1 | $16.3K | Buy |
+433
| New | +$16.3K | ﹤0.01% | 211 |
|