Industrial Alliance Investment Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-870
Closed -$35K 66
2023
Q2
$35K Sell
870
-71,498
-99% -$2.88M 0.02% 147
2023
Q1
$3.03M Sell
72,368
-3,722
-5% -$156K 0.08% 187
2022
Q4
$3.29M Sell
76,090
-4,781
-6% -$207K 0.09% 184
2022
Q3
$3.03M Buy
80,871
+2,824
+4% +$106K 0.09% 181
2022
Q2
$3.54M Sell
78,047
-26
-0% -$1.18K 0.1% 172
2022
Q1
$3.72M Sell
78,073
-17,054
-18% -$812K 0.09% 188
2021
Q4
$3.92M Buy
+95,127
New +$3.92M 0.09% 183