TPI
Trust Point Inc’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
5,875
+438
| +8% | +$19K | 0.02% | 337 |
|
|
2025
Q1 | $251K | Sell |
5,437
-4,855
| -47% | -$224K | 0.02% | 389 |
|
|
2024
Q4 | $387K | Buy |
10,292
+40
| +0.4% | +$1.51K | 0.03% | 353 |
|
|
2024
Q3 | $416K | Sell |
10,252
-65
| -0.6% | -$2.64K | 0.03% | 317 |
|
|
2024
Q2 | $357K | Sell |
10,317
-636
| -6% | -$22K | 0.03% | 333 |
|
|
2024
Q1 | $412K | Buy |
10,953
+547
| +5% | +$20.6K | 0.03% | 328 |
|
|
2023
Q4 | $374K | Buy |
+10,406
| New | +$374K | 0.03% | 340 |
|