LeJeune Puetz Investment Counsel’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$740K Hold
2022
Q4
$764K Hold
2022
Q3
$662K Sell
2022
Q2
$810K Sell
2022
Q1
$975K Sell
2021
Q4
$1.44M Hold
2021
Q3
$1.21M Sell
2021
Q2
$1.11M Sell
2021
Q1
$1.11M Sell
2020
Q4
$1.13M Hold
2020
Q3
$959K Hold
2020
Q2
$973K Hold
2020
Q1
$987K Buy
2019
Q4
$1.1M Sell
2019
Q3
$1.23M Sell
2019
Q2
$1.29M Sell
2019
Q1
$1.39M Sell
2018
Q4
$1.3M Sell
2018
Q3
$1.3M Hold
2018
Q2
$1.27M Sell
2018
Q1
$1.32M Sell
2017
Q4
$1.36M Sell
2017
Q3
$1.32M Sell
2017
Q2
$1.28M Sell
2017
Q1
$1.31M Sell
2016
Q4
$1.33M Buy