L.J. Altfest & Co’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,709
| Closed | -$554K | – | 338 |
|
|
2024
Q4 | $554K | Sell |
14,709
-3,522
| -19% | -$133K | 0.07% | 197 |
|
|
2024
Q3 | $739K | Buy |
+18,231
| New | +$739K | 0.1% | 160 |
|
|
2017
Q1 | – | Sell |
-55,393
| Closed | -$1.4M | – | 141 |
|
|
2016
Q4 | $1.4M | Sell |
55,393
-611
| -1% | -$15.5K | 0.7% | 44 |
|
|
2016
Q3 | $1.33M | Buy |
56,004
+18
| +0% | +$427 | 0.89% | 45 |
|
|
2016
Q2 | $1.45M | Buy |
+55,986
| New | +$1.45M | 1.01% | 38 |
|