CGN Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
7,298
+55
| +0.8% | +$2.39K | 0.03% | 260 |
|
|
2025
Q1 | $334K | Buy |
7,243
+18
| +0.2% | +$829 | 0.03% | 253 |
|
|
2024
Q4 | $272K | Hold |
7,225
| – | – | 0.03% | 262 |
|
|
2024
Q3 | $293K | Hold |
7,225
| – | – | 0.03% | 245 |
|
|
2024
Q2 | $250K | Hold |
7,225
| – | – | 0.03% | 238 |
|
|
2024
Q1 | $271K | Buy |
+7,225
| New | +$271K | 0.03% | 225 |
|