VELA Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,618
| Closed | -$1.27M | – | 149 |
|
|
2023
Q3 | $1.27M | Buy |
33,618
+2,778
| +9% | +$105K | 0.56% | 60 |
|
|
2023
Q2 | $1.26M | Hold |
30,840
| – | – | 0.58% | 68 |
|
|
2023
Q1 | $1.29M | Buy |
30,840
+7,538
| +32% | +$316K | 0.59% | 59 |
|
|
2022
Q4 | $1.01M | Hold |
23,302
| – | – | 0.5% | 68 |
|
|
2022
Q3 | $873K | Buy |
23,302
+3,367
| +17% | +$126K | 0.49% | 69 |
|
|
2022
Q2 | $903K | Buy |
19,935
+8,510
| +74% | +$385K | 0.52% | 64 |
|
|
2022
Q1 | $544K | Sell |
11,425
-8,014
| -41% | -$382K | 0.34% | 87 |
|
|
2021
Q4 | $801K | Buy |
+19,439
| New | +$801K | 0.54% | 57 |
|