Riverview Trust Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.68K | Hold |
223
| – | – | 0.01% | 195 |
|
2025
Q1 | $10.3K | Sell |
223
-28
| -11% | -$1.29K | 0.01% | 567 |
|
2024
Q4 | $9.45K | Buy |
251
+28
| +13% | +$1.05K | 0.01% | 582 |
|
2024
Q3 | $9.04K | Buy |
+223
| New | +$9.04K | 0.01% | 593 |
|
2022
Q4 | – | Sell |
-785
| Closed | -$29K | – | 769 |
|
2022
Q3 | $29K | Hold |
785
| – | – | 0.03% | 283 |
|
2022
Q2 | $36K | Hold |
785
| – | – | 0.03% | 251 |
|
2022
Q1 | $37K | Buy |
+785
| New | +$37K | 0.03% | 262 |
|
2020
Q4 | – | Sell |
-561
| Closed | -$14K | – | 228 |
|
2020
Q3 | $14K | Hold |
561
| – | – | 0.02% | 212 |
|
2020
Q2 | $15K | Hold |
561
| – | – | 0.01% | 218 |
|
2020
Q1 | $15K | Hold |
561
| – | – | 0.01% | 216 |
|
2019
Q4 | $18K | Hold |
561
| – | – | 0.01% | 237 |
|
2019
Q3 | $19K | Hold |
561
| – | – | 0.01% | 235 |
|
2019
Q2 | $19K | Sell |
561
-116
| -17% | -$3.93K | 0.01% | 228 |
|
2019
Q1 | $24K | Buy |
+677
| New | +$24K | 0.02% | 216 |
|