Newton One Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206K | Hold |
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|
2025
Q2 | $199K | Hold |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $164K | Hold |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $192K | Hold |
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|
2022
Q4 | $198K | Hold |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | $160K | Buy |
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|
2020
Q4 | $153K | Buy |
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