SEIA
Signature Estate & Investment Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
7,749
+27
| +0.3% | +$1.17K | 0.01% | 438 |
|
|
2025
Q1 | $356K | Buy |
+7,722
| New | +$356K | 0.01% | 405 |
|
|
2019
Q3 | – | Sell |
-482,890
| Closed | -$23.1M | – | 158 |
|
|
2019
Q2 | $23.1M | Buy |
482,890
+16,270
| +3% | +$780K | 1.53% | 27 |
|
|
2019
Q1 | $23.4M | Buy |
466,620
+30,169
| +7% | +$1.51M | 1.58% | 19 |
|
|
2018
Q4 | $19.7M | Buy |
+436,451
| New | +$19.7M | 1.74% | 22 |
|