Crewe Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$1.01K | – | 774 |
|
|
2025
Q1 | $1.01K | Buy |
+22
| New | +$1.01K | ﹤0.01% | 590 |
|
|
2024
Q4 | – | Sell |
-681
| Closed | -$27.6K | – | 702 |
|
|
2024
Q3 | $27.6K | Hold |
681
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $23.6K | Hold |
681
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $25.6K | Buy |
+681
| New | +$25.6K | ﹤0.01% | 463 |
|
|
2023
Q3 | – | Sell |
-12
| Closed | -$489 | – | 696 |
|
|
2023
Q2 | $489 | Buy |
+12
| New | +$489 | ﹤0.01% | 628 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$2.21K | – | 887 |
|
|
2022
Q4 | $2.21K | Sell |
51
-441
| -90% | -$19.1K | ﹤0.01% | 824 |
|
|
2022
Q3 | $18K | Buy |
492
+200
| +68% | +$7.32K | ﹤0.01% | 491 |
|
|
2022
Q2 | $13K | Buy |
+292
| New | +$13K | ﹤0.01% | 532 |
|
|
2020
Q4 | – | Sell |
-157
| Closed | -$4K | – | 523 |
|
|
2020
Q3 | $4K | Buy |
+157
| New | +$4K | ﹤0.01% | 392 |
|
|
2019
Q3 | – | Sell |
-121
| Closed | -$4K | – | 247 |
|
|
2019
Q2 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 246 |
|
|
2018
Q2 | – | Sell |
-294
| Closed | -$8K | – | 261 |
|
|
2018
Q1 | $8K | Hold |
294
| – | – | 0.01% | 223 |
|
|
2017
Q4 | $8K | Buy |
+294
| New | +$8K | 0.01% | 223 |
|