Retirement Planning Company of New England’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
5,610
-375
| -6% | -$16.3K | 0.11% | 207 |
|
|
2025
Q1 | $276K | Buy |
5,985
+486
| +9% | +$22.4K | 0.14% | 182 |
|
|
2024
Q4 | $207K | Buy |
5,499
+550
| +11% | +$20.7K | 0.1% | 222 |
|
|
2024
Q3 | $201K | Buy |
+4,949
| New | +$201K | 0.1% | 221 |
|
|
2023
Q3 | – | Sell |
-5,289
| Closed | -$215K | – | 214 |
|
|
2023
Q2 | $215K | Hold |
5,289
| – | – | 0.12% | 202 |
|
|
2023
Q1 | $222K | Hold |
5,289
| – | – | 0.13% | 194 |
|
|
2022
Q4 | $229K | Sell |
5,289
-60
| -1% | -$2.59K | 0.15% | 184 |
|
|
2022
Q3 | $200K | Hold |
5,349
| – | – | 0.14% | 190 |
|
|
2022
Q2 | $242K | Hold |
5,349
| – | – | 0.17% | 175 |
|
|
2022
Q1 | $254K | Sell |
5,349
-2,225
| -29% | -$106K | 0.14% | 190 |
|
|
2021
Q4 | $312K | Buy |
+7,574
| New | +$312K | 0.15% | 156 |
|