Cidel Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Sell |
9,889
-1,428
| -13% | -$62K | 0.03% | 213 |
|
|
2025
Q1 | $521K | Sell |
11,317
-496
| -4% | -$22.9K | 0.03% | 181 |
|
|
2024
Q4 | $445K | Buy |
11,813
+438
| +4% | +$16.5K | 0.03% | 200 |
|
|
2024
Q3 | $461K | Buy |
11,375
+363
| +3% | +$14.7K | 0.03% | 208 |
|
|
2024
Q2 | $381K | Buy |
11,012
+491
| +5% | +$17K | 0.03% | 213 |
|
|
2024
Q1 | $395K | Buy |
10,521
+639
| +6% | +$24K | 0.03% | 213 |
|
|
2023
Q4 | $355K | Buy |
+9,882
| New | +$355K | 0.02% | 230 |
|