Clearwater Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $22K | Buy |
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