Jackson Grant Investment Advisers’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69K | Hold |
85
| – | – | ﹤0.01% | 342 |
|
|
2025
Q1 | $3.92K | Hold |
85
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $3.2K | Hold |
85
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $3.45K | Hold |
85
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $2.94K | Hold |
85
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $3.19K | Hold |
85
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $3.05K | Hold |
85
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $3.21K | Hold |
85
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $3.46K | Hold |
85
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $3.56K | Buy |
+85
| New | +$3.56K | ﹤0.01% | 345 |
|