Econ Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,790
| Closed | -$1.84M | – | 86 |
|
|
2024
Q4 | $1.84M | Buy |
+48,790
| New | +$1.84M | 1.05% | 31 |
|
|
2023
Q4 | – | Sell |
-47,839
| Closed | -$1.81M | – | 72 |
|
|
2023
Q3 | $1.81M | Buy |
+47,839
| New | +$1.81M | 1.32% | 31 |
|
|
2022
Q2 | – | Sell |
-820
| Closed | -$39K | – | 100 |
|
|
2022
Q1 | $39K | Buy |
820
+757
| +1,202% | +$36K | 0.03% | 79 |
|
|
2021
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 167 |
|