Cetera Trust Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-226
| Closed | -$10.4K | – | 365 |
|
|
2025
Q1 | $10.4K | Hold |
226
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $8.51K | Hold |
226
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $9.16K | Hold |
226
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $7.82K | Hold |
226
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $8.49K | Hold |
226
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $8.11K | Buy |
+226
| New | +$8.11K | 0.01% | 313 |
|