Covestor’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
3,434
-2,843
| -45% | -$123K | 0.09% | 319 |
|
|
2025
Q1 | $289K | Buy |
6,277
+589
| +10% | +$27.1K | 0.19% | 59 |
|
|
2024
Q4 | $214K | Sell |
5,688
-698
| -11% | -$26.3K | 0.13% | 150 |
|
|
2024
Q3 | $259K | Buy |
6,386
+5,631
| +746% | +$228K | 0.16% | 90 |
|
|
2024
Q2 | $26K | Sell |
755
-1,166
| -61% | -$40.2K | 0.02% | 1099 |
|
|
2024
Q1 | $72K | Buy |
1,921
+1,411
| +277% | +$52.9K | 0.05% | 725 |
|
|
2023
Q4 | $18K | Buy |
510
+11
| +2% | +$388 | 0.01% | 1227 |
|
|
2023
Q3 | $19K | Buy |
499
+8
| +2% | +$305 | 0.01% | 1128 |
|
|
2023
Q2 | $20K | Sell |
491
-41
| -8% | -$1.67K | 0.02% | 1132 |
|
|
2023
Q1 | $22K | Sell |
532
-4,133
| -89% | -$171K | 0.02% | 967 |
|
|
2022
Q4 | $202K | Buy |
4,665
+620
| +15% | +$26.8K | 0.16% | 110 |
|
|
2022
Q3 | $152K | Buy |
4,045
+2,547
| +170% | +$95.7K | 0.13% | 156 |
|
|
2022
Q2 | $68K | Buy |
1,498
+1,000
| +201% | +$45.4K | 0.05% | 620 |
|
|
2022
Q1 | $24K | Buy |
498
+68
| +16% | +$3.28K | 0.02% | 1006 |
|
|
2021
Q4 | $18K | Buy |
+430
| New | +$18K | 0.03% | 879 |
|