CVA Family Office’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7K | Sell |
1,422
-122
| -8% | -$5.3K | 0.01% | 509 |
|
|
2025
Q1 | $71.1K | Sell |
1,544
-107
| -6% | -$4.93K | 0.01% | 449 |
|
|
2024
Q4 | $62.1K | Buy |
1,651
+382
| +30% | +$14.4K | 0.01% | 478 |
|
|
2024
Q3 | $51.5K | Buy |
1,269
+125
| +11% | +$5.07K | 0.01% | 505 |
|
|
2024
Q2 | $39.6K | Sell |
1,144
-260
| -19% | -$9K | 0.01% | 535 |
|
|
2024
Q1 | $52.7K | Buy |
1,404
+24
| +2% | +$902 | 0.01% | 483 |
|
|
2023
Q4 | $49.5K | Buy |
+1,380
| New | +$49.5K | 0.01% | 479 |
|
|
2023
Q3 | – | Sell |
-1,721
| Closed | -$70.1K | – | 473 |
|
|
2023
Q2 | $70.1K | Sell |
1,721
-401
| -19% | -$16.3K | 0.01% | 371 |
|
|
2023
Q1 | $88.9K | Buy |
2,122
+862
| +68% | +$36.1K | 0.02% | 329 |
|
|
2022
Q4 | $54.5K | Sell |
1,260
-325
| -21% | -$14.1K | 0.01% | 396 |
|
|
2022
Q3 | $59K | Hold |
1,585
| – | – | 0.02% | 325 |
|
|
2022
Q2 | $72K | Buy |
1,585
+500
| +46% | +$22.7K | 0.02% | 291 |
|
|
2022
Q1 | $52K | Sell |
1,085
-387
| -26% | -$18.5K | 0.01% | 389 |
|
|
2021
Q4 | $61K | Buy |
+1,472
| New | +$61K | 0.02% | 322 |
|
|
2021
Q3 | – | Sell |
-806
| Closed | -$25K | – | 523 |
|
|
2021
Q2 | $25K | Hold |
806
| – | – | 0.01% | 482 |
|
|
2021
Q1 | $25K | Buy |
+806
| New | +$25K | 0.01% | 364 |
|