First Trust Direct Indexing’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.17M | Buy |
|
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|
2023
Q4 | $978K | Buy |
|
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|
2023
Q3 | $617K | Buy |
|
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|
2023
Q2 | $647K | Sell |
|
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|
2023
Q1 | $666K | Buy |
|
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|
2022
Q4 | $591K | Sell |
|
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|
2022
Q3 | $515K | Buy |
|
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|
2022
Q2 | $601K | Buy |
|
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $698K | Sell |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $783K | Buy |
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|
2021
Q1 | $757K | Buy |
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|
2020
Q4 | $675K | Buy |
|