Creative Financial Designs’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2K | Sell |
1,894
-62
| -3% | -$2.69K | 0.01% | 722 |
|
|
2025
Q1 | $90.1K | Buy |
+1,956
| New | +$90.1K | 0.01% | 645 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1523 |
|
|
2023
Q2 | – | Sell |
-237
| Closed | -$9.94K | – | 1488 |
|
|
2023
Q1 | $9.94K | Hold |
237
| – | – | ﹤0.01% | 957 |
|
|
2022
Q4 | $10.2K | Sell |
237
-285
| -55% | -$12.3K | ﹤0.01% | 897 |
|
|
2022
Q3 | $20K | Sell |
522
-542
| -51% | -$20.8K | ﹤0.01% | 735 |
|
|
2022
Q2 | $48K | Buy |
1,064
+692
| +186% | +$31.2K | 0.01% | 555 |
|
|
2022
Q1 | $18K | Buy |
372
+9
| +2% | +$435 | ﹤0.01% | 785 |
|
|
2021
Q4 | $15K | Buy |
363
+1
| +0.3% | +$41 | ﹤0.01% | 819 |
|
|
2021
Q3 | $12K | Buy |
362
+166
| +85% | +$5.5K | ﹤0.01% | 970 |
|
|
2021
Q2 | $6K | Hold |
196
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q1 | $6K | Hold |
196
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q4 | $6K | Hold |
196
| – | – | ﹤0.01% | 943 |
|
|
2020
Q3 | $5K | Hold |
196
| – | – | ﹤0.01% | 920 |
|
|
2020
Q2 | $5K | Buy |
+196
| New | +$5K | ﹤0.01% | 863 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | – | – | 762 |
|
|
2016
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 737 |
|