CIA
Concurrent Investment Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
12,246
+260
| +2% | +$11.3K | 0.01% | 823 |
|
|
2025
Q1 | $552K | Buy |
11,986
+1,243
| +12% | +$57.3K | 0.01% | 718 |
|
|
2024
Q4 | $404K | Buy |
10,743
+1,463
| +16% | +$55.1K | 0.01% | 725 |
|
|
2024
Q3 | $376K | Sell |
9,280
-485
| -5% | -$19.7K | 0.01% | 696 |
|
|
2024
Q2 | $338K | Buy |
9,765
+1,960
| +25% | +$67.8K | 0.01% | 695 |
|
|
2024
Q1 | $293K | Sell |
7,805
-105
| -1% | -$3.95K | 0.01% | 677 |
|
|
2023
Q4 | $284K | Buy |
+7,910
| New | +$284K | 0.01% | 666 |
|