Stone House Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.16K | Sell |
165
-28
| -15% | -$1.22K | ﹤0.01% | 287 |
|
|
2025
Q1 | $8.89K | Buy |
+193
| New | +$8.89K | ﹤0.01% | 262 |
|
|
2024
Q4 | – | Sell |
-193
| Closed | -$7.83K | – | 160 |
|
|
2024
Q3 | $7.83K | Buy |
193
+56
| +41% | +$2.27K | ﹤0.01% | 240 |
|
|
2024
Q2 | $4.74K | Sell |
137
-124
| -48% | -$4.29K | ﹤0.01% | 277 |
|
|
2024
Q1 | $9.81K | Buy |
261
+124
| +91% | +$4.66K | ﹤0.01% | 234 |
|
|
2023
Q4 | $4.92K | Hold |
137
| – | – | ﹤0.01% | 209 |
|
|
2023
Q3 | $5.18K | Hold |
137
| – | – | ﹤0.01% | 200 |
|
|
2023
Q2 | $5.58K | Hold |
137
| – | – | ﹤0.01% | 198 |
|
|
2023
Q1 | $5.74K | Buy |
+137
| New | +$5.74K | ﹤0.01% | 196 |
|
|
2019
Q2 | – | Sell |
-122
| Closed | -$4K | – | 82 |
|
|
2019
Q1 | $4K | Buy |
+122
| New | +$4K | ﹤0.01% | 189 |
|