Eagle Bluffs Wealth Management’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 |
-4,514
| Closed | -$208K | – | 76 |
|
|
2025
Q1 | $208K | Buy |
+4,514
| New | +$208K | 0.11% | 75 |
|
|
2023
Q3 | – | Sell |
-5,005
| Closed | -$204K | – | 66 |
|
|
2023
Q2 | $204K | Hold |
5,005
| – | – | 0.16% | 66 |
|
|
2023
Q1 | $210K | Hold |
5,005
| – | – | 0.17% | 65 |
|
|
2022
Q4 | $216K | Buy |
+5,005
| New | +$216K | 0.23% | 61 |
|
|
2022
Q3 | – | Sell |
-5,333
| Closed | -$242K | – | 59 |
|
|
2022
Q2 | $242K | Sell |
5,333
-1,039
| -16% | -$47.1K | 0.26% | 60 |
|
|
2022
Q1 | $303K | Sell |
6,372
-5,904
| -48% | -$281K | 0.29% | 59 |
|
|
2021
Q4 | $506K | Buy |
+12,276
| New | +$506K | 0.53% | 46 |
|