Institutional & Family Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $94.2K | Buy |
2,723
+92
| +3% | +$3.18K | 0.01% | 192 |
|
|
2024
Q1 | $98.8K | Sell |
2,631
-163
| -6% | -$6.12K | 0.02% | 183 |
|
|
2023
Q4 | $100K | Buy |
2,794
+22
| +0.8% | +$790 | 0.02% | 190 |
|
|
2023
Q3 | $105K | Hold |
2,772
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $113K | Buy |
2,772
+865
| +45% | +$35.2K | 0.02% | 171 |
|
|
2023
Q1 | $79.9K | Buy |
1,907
+75
| +4% | +$3.14K | 0.01% | 187 |
|
|
2022
Q4 | $79.2K | Sell |
1,832
-164
| -8% | -$7.09K | 0.01% | 189 |
|
|
2022
Q3 | $75K | Buy |
1,996
+258
| +15% | +$9.69K | 0.01% | 191 |
|
|
2022
Q2 | $79K | Buy |
1,738
+1,349
| +347% | +$61.3K | 0.01% | 187 |
|
|
2022
Q1 | $19K | Sell |
389
-147
| -27% | -$7.18K | ﹤0.01% | 354 |
|
|
2021
Q4 | $22K | Hold |
536
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $18K | Hold |
536
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $17K | Hold |
536
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $17K | Sell |
536
-25
| -4% | -$793 | ﹤0.01% | 499 |
|
|
2020
Q4 | $17K | Sell |
561
-10
| -2% | -$303 | ﹤0.01% | 458 |
|
|
2020
Q3 | $15K | Hold |
571
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $15K | Sell |
571
-35
| -6% | -$919 | ﹤0.01% | 431 |
|
|
2020
Q1 | $16K | Sell |
606
-73
| -11% | -$1.93K | ﹤0.01% | 394 |
|
|
2019
Q4 | $22K | Sell |
679
-64
| -9% | -$2.07K | ﹤0.01% | 420 |
|
|
2019
Q3 | $26K | Buy |
743
+1
| +0.1% | +$35 | 0.01% | 367 |
|
|
2019
Q2 | $25K | Sell |
742
-45
| -6% | -$1.52K | 0.01% | 389 |
|
|
2019
Q1 | $28K | Sell |
787
-14
| -2% | -$498 | 0.01% | 385 |
|
|
2018
Q4 | $26K | Buy |
801
+152
| +23% | +$4.93K | 0.01% | 372 |
|
|
2018
Q3 | $20K | Sell |
649
-24
| -4% | -$740 | ﹤0.01% | 441 |
|
|
2018
Q2 | $20K | Sell |
673
-14
| -2% | -$416 | ﹤0.01% | 440 |
|
|
2018
Q1 | $19K | Buy |
+687
| New | +$19K | ﹤0.01% | 419 |
|