Clearstead Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Buy |
1,637
+62
| +4% | +$2.69K | 0.01% | 276 |
|
|
2025
Q1 | $72.6K | Buy |
1,575
+511
| +48% | +$23.6K | 0.02% | 244 |
|
|
2024
Q4 | $40.1K | Buy |
1,064
+10
| +0.9% | +$377 | 0.01% | 271 |
|
|
2024
Q3 | $42.7K | Buy |
1,054
+11
| +1% | +$446 | 0.01% | 253 |
|
|
2024
Q2 | $36.1K | Sell |
1,043
-72
| -6% | -$2.49K | 0.01% | 257 |
|
|
2024
Q1 | $41.9K | Buy |
1,115
+93
| +9% | +$3.5K | 0.01% | 252 |
|
|
2023
Q4 | $36.7K | Sell |
1,022
-239
| -19% | -$8.58K | 0.01% | 254 |
|
|
2023
Q3 | $47.6K | Buy |
1,261
+10
| +0.8% | +$378 | 0.02% | 226 |
|
|
2023
Q2 | $51K | Buy |
1,251
+9
| +0.7% | +$367 | 0.02% | 213 |
|
|
2023
Q1 | $52K | Buy |
1,242
+8
| +0.6% | +$335 | 0.02% | 214 |
|
|
2022
Q4 | $53K | Buy |
1,234
+8
| +0.7% | +$344 | 0.02% | 227 |
|
|
2022
Q3 | $46K | Buy |
+1,226
| New | +$46K | 0.02% | 214 |
|