Essex Savings Bank’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
7,733
| – | – | 0.08% | 202 |
|
|
2025
Q1 | $356K | Sell |
7,733
-30
| -0.4% | -$1.38K | 0.09% | 189 |
|
|
2024
Q4 | $292K | Buy |
7,763
+45
| +0.6% | +$1.69K | 0.07% | 213 |
|
|
2024
Q3 | $313K | Buy |
7,718
+755
| +11% | +$30.6K | 0.08% | 209 |
|
|
2024
Q2 | $241K | Buy |
6,963
+789
| +13% | +$27.3K | 0.06% | 230 |
|
|
2024
Q1 | $222K | Hold |
6,174
| – | – | 0.06% | 238 |
|
|
2023
Q4 | $222K | Buy |
+6,174
| New | +$222K | 0.06% | 237 |
|
|
2022
Q1 | – | Sell |
-5,846
| Closed | -$241K | – | 229 |
|
|
2021
Q4 | $241K | Hold |
5,846
| – | – | 0.08% | 193 |
|
|
2021
Q3 | $205K | Buy |
+5,846
| New | +$205K | 0.07% | 204 |
|
|
2019
Q3 | – | Sell |
-6,672
| Closed | -$228K | – | 323 |
|
|
2019
Q2 | $228K | Buy |
6,672
+1,106
| +20% | +$37.8K | 0.08% | 212 |
|
|
2019
Q1 | $199K | Hold |
5,566
| – | – | 0.11% | 143 |
|
|
2018
Q4 | $179K | Buy |
+5,566
| New | +$179K | 0.11% | 144 |
|