TD Private Client Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
24,580
+2,220
| +10% | +$96.4K | 0.03% | 345 |
|
|
2025
Q1 | $1.03M | Buy |
22,360
+3,087
| +16% | +$142K | 0.03% | 342 |
|
|
2024
Q4 | $725K | Sell |
19,273
-384
| -2% | -$14.5K | 0.02% | 402 |
|
|
2024
Q3 | $797K | Buy |
19,657
+4,717
| +32% | +$191K | 0.02% | 395 |
|
|
2024
Q2 | $517K | Sell |
14,940
-242
| -2% | -$8.38K | 0.02% | 431 |
|
|
2024
Q1 | $570K | Buy |
15,182
+848
| +6% | +$31.9K | 0.02% | 431 |
|
|
2023
Q4 | $515K | Buy |
14,334
+2,284
| +19% | +$82K | 0.02% | 432 |
|
|
2023
Q3 | $455K | Buy |
12,050
+625
| +5% | +$23.6K | 0.02% | 427 |
|
|
2023
Q2 | $465K | Buy |
11,425
+247
| +2% | +$10.1K | 0.02% | 449 |
|
|
2023
Q1 | $468K | Buy |
11,178
+169
| +2% | +$7.08K | 0.02% | 438 |
|
|
2022
Q4 | $476K | Buy |
11,009
+8,231
| +296% | +$356K | 0.02% | 430 |
|
|
2022
Q3 | $104K | Buy |
2,778
+622
| +29% | +$23.3K | 0.01% | 607 |
|
|
2022
Q2 | $97.7K | Sell |
2,156
-27
| -1% | -$1.22K | ﹤0.01% | 616 |
|
|
2022
Q1 | $104K | Sell |
2,183
-7,764
| -78% | -$370K | ﹤0.01% | 632 |
|
|
2021
Q4 | $410K | Sell |
9,947
-345
| -3% | -$14.2K | 0.02% | 449 |
|
|
2021
Q3 | $355K | Sell |
10,292
-18
| -0.2% | -$621 | 0.02% | 447 |
|
|
2021
Q2 | $326K | Buy |
10,310
+235
| +2% | +$7.43K | 0.01% | 458 |
|
|
2021
Q1 | $314K | Sell |
10,075
-1,489
| -13% | -$46.5K | 0.01% | 447 |
|
|
2020
Q4 | $348K | Buy |
11,564
+8,418
| +268% | +$253K | 0.02% | 423 |
|
|
2020
Q3 | $80.2K | Sell |
3,146
-537
| -15% | -$13.7K | ﹤0.01% | 551 |
|
|
2020
Q2 | $95.3K | Sell |
3,683
-220
| -6% | -$5.7K | 0.01% | 525 |
|
|
2020
Q1 | $102K | Sell |
3,903
-1,405
| -26% | -$36.9K | 0.01% | 490 |
|
|
2019
Q4 | $173K | Buy |
+5,308
| New | +$173K | 0.01% | 464 |
|