Ulland Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
200
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $9K | Hold |
200
| – | – | 0.01% | 179 |
|
|
2024
Q4 | $8K | Hold |
200
| – | – | 0.01% | 180 |
|
|
2024
Q3 | $8K | Hold |
200
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 180 |
|
|
2024
Q1 | $8K | Hold |
200
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $7K | Hold |
200
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $8K | Hold |
200
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $8K | Hold |
200
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $8K | Hold |
200
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $9K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $7K | Hold |
200
| – | – | 0.01% | 177 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $10K | Sell |
200
-80
| -29% | -$4K | 0.01% | 194 |
|
|
2021
Q4 | $12K | Buy |
+280
| New | +$12K | 0.01% | 171 |
|