Ridgewood Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Hold |
500
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $23K | Hold |
500
| – | – | 0.01% | 412 |
|
|
2024
Q4 | $18.8K | Hold |
500
| – | – | 0.01% | 424 |
|
|
2024
Q3 | $20.3K | Hold |
500
| – | – | 0.01% | 423 |
|
|
2024
Q2 | $17.3K | Buy |
+500
| New | +$17.3K | 0.01% | 447 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$20.4K | – | 357 |
|
|
2023
Q2 | $20.4K | Hold |
500
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $20.9K | Buy |
+500
| New | +$20.9K | 0.01% | 454 |
|
|
2020
Q1 | – | Sell |
-7,069
| Closed | -$230K | – | 169 |
|
|
2019
Q4 | $230K | Hold |
7,069
| – | – | 0.16% | 158 |
|
|
2019
Q3 | $244K | Buy |
7,069
+59
| +0.8% | +$2.04K | 0.19% | 147 |
|
|
2019
Q2 | $240K | Hold |
7,010
| – | – | 0.19% | 148 |
|
|
2019
Q1 | $251K | Sell |
7,010
-1,122
| -14% | -$40.2K | 0.21% | 146 |
|
|
2018
Q4 | $253K | Hold |
8,132
| – | – | 0.2% | 140 |
|
|
2018
Q3 | $253K | Buy |
8,132
+1,122
| +16% | +$34.9K | 0.2% | 141 |
|
|
2018
Q2 | $213K | Buy |
+7,010
| New | +$213K | 0.19% | 142 |
|
|
2017
Q2 | – | Sell |
-8,496
| Closed | -$218K | – | 140 |
|
|
2017
Q1 | $218K | Hold |
8,496
| – | – | 0.23% | 121 |
|
|
2016
Q4 | $215K | Buy |
+8,496
| New | +$215K | 0.25% | 105 |
|