TTWM
TCV Trust & Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
4,888
| – | – | 0.02% | 205 |
|
|
2025
Q1 | $225K | Buy |
+4,888
| New | +$225K | 0.02% | 192 |
|
|
2023
Q3 | – | Sell |
-5,223
| Closed | -$213K | – | 189 |
|
|
2023
Q2 | $213K | Hold |
5,223
| – | – | 0.02% | 180 |
|
|
2023
Q1 | $219K | Sell |
5,223
-14
| -0.3% | -$586 | 0.02% | 181 |
|
|
2022
Q4 | $226K | Buy |
+5,237
| New | +$226K | 0.03% | 176 |
|
|
2022
Q3 | – | Sell |
-5,200
| Closed | -$235K | – | 187 |
|
|
2022
Q2 | $235K | Hold |
5,200
| – | – | 0.03% | 181 |
|
|
2022
Q1 | $248K | Buy |
+5,200
| New | +$248K | 0.03% | 181 |
|