Indiana Trust & Investment 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 | $69.4K | Sell |
1,599
-290
| -15% | -$12.6K | 0.02% | 259 |
|
|
2025
Q1 | $87K | Hold |
1,889
| – | – | 0.03% | 237 |
|
|
2024
Q4 | $71.1K | Sell |
1,889
-525
| -22% | -$19.8K | 0.02% | 256 |
|
|
2024
Q3 | $97.9K | Sell |
2,414
-300
| -11% | -$12.2K | 0.03% | 234 |
|
|
2024
Q2 | $93.9K | Hold |
2,714
| – | – | 0.03% | 226 |
|
|
2024
Q1 | $102K | Hold |
2,714
| – | – | 0.04% | 218 |
|
|
2023
Q4 | $97.4K | Sell |
2,714
-375
| -12% | -$13.5K | 0.04% | 209 |
|
|
2023
Q3 | $117K | Buy |
+3,089
| New | +$117K | 0.06% | 191 |
|
|
2022
Q2 | – | Sell |
-4,330
| Closed | -$206K | – | 116 |
|
|
2022
Q1 | $206K | Sell |
4,330
-1,979
| -31% | -$94.2K | 0.1% | 113 |
|
|
2021
Q4 | $260K | Sell |
6,309
-603
| -9% | -$24.9K | 0.12% | 105 |
|
|
2021
Q3 | $238K | Sell |
6,912
-1,738
| -20% | -$59.8K | 0.12% | 102 |
|
|
2021
Q2 | $260K | Buy |
8,650
+539
| +7% | +$16.2K | 0.14% | 96 |
|
|
2021
Q1 | $253K | Sell |
8,111
-539
| -6% | -$16.8K | 0.14% | 98 |
|
|
2020
Q4 | $260K | Sell |
8,650
-1,213
| -12% | -$36.5K | 0.14% | 96 |
|
|
2020
Q3 | $252K | Sell |
9,863
-70
| -0.7% | -$1.79K | 0.15% | 98 |
|
|
2020
Q2 | $257K | Sell |
9,933
-196
| -2% | -$5.07K | 0.16% | 95 |
|
|
2020
Q1 | $266K | Buy |
10,129
+56
| +0.6% | +$1.47K | 0.19% | 90 |
|
|
2019
Q4 | $328K | Sell |
10,073
-96
| -0.9% | -$3.13K | 0.18% | 92 |
|
|
2019
Q3 | $350K | Sell |
10,169
-1,396
| -12% | -$48K | 0.2% | 86 |
|
|
2019
Q2 | $395K | Sell |
11,565
-1,711
| -13% | -$58.4K | 0.22% | 81 |
|
|
2019
Q1 | $475K | Sell |
13,276
-581
| -4% | -$20.8K | 0.25% | 74 |
|
|
2018
Q4 | $446K | Sell |
13,857
-204
| -1% | -$6.57K | 0.25% | 78 |
|
|
2018
Q3 | $438K | Sell |
14,061
-1,374
| -9% | -$42.8K | 0.2% | 82 |
|
|
2018
Q2 | $469K | Buy |
15,435
+181
| +1% | +$5.5K | 0.22% | 80 |
|
|
2018
Q1 | $424K | Sell |
15,254
-1,936
| -11% | -$53.8K | 0.2% | 85 |
|
|
2017
Q4 | $483K | Buy |
17,190
+52
| +0.3% | +$1.46K | 0.22% | 83 |
|
|
2017
Q3 | $460K | Sell |
17,138
-258
| -1% | -$6.93K | 0.22% | 81 |
|
|
2017
Q2 | $448K | Buy |
17,396
+250
| +1% | +$6.44K | 0.22% | 80 |
|
|
2017
Q1 | $440K | Buy |
17,146
+1,156
| +7% | +$29.7K | 0.22% | 79 |
|
|
2016
Q4 | $405K | Hold |
15,990
| – | – | 0.21% | 83 |
|
|
2016
Q3 | $380K | Buy |
15,990
+112
| +0.7% | +$2.66K | 0.19% | 91 |
|
|
2016
Q2 | $412K | Hold |
15,878
| – | – | 0.21% | 86 |
|
|
2016
Q1 | $406K | Buy |
+15,878
| New | +$406K | 0.21% | 85 |
|
|
2015
Q4 | – | Sell |
-15,934
| Closed | -$338K | – | 122 |
|
|
2015
Q3 | $338K | Sell |
15,934
-17,293
| -52% | -$367K | 0.19% | 87 |
|
|
2015
Q2 | $745K | Sell |
33,227
-49
| -0.1% | -$1.1K | 0.39% | 64 |
|
|
2015
Q1 | $798K | Buy |
+33,276
| New | +$798K | 0.4% | 61 |
|
|
2014
Q1 | – | Sell |
-557
| Closed | -$11K | – | 158 |
|
|
2013
Q4 | $11K | Hold |
557
| – | – | 0.01% | 246 |
|
|
2013
Q3 | $12K | Buy |
+557
| New | +$12K | 0.01% | 249 |
|