West Branch Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$45 | – | 581 |
|
|
2024
Q3 | $45 | Buy |
+1
| New | +$45 | ﹤0.01% | 588 |
|
|
2024
Q1 | – | Sell |
-289
| Closed | -$10.4K | – | 429 |
|
|
2023
Q4 | $10.4K | Hold |
289
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $10.9K | Hold |
289
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $11.8K | Hold |
289
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $12.1K | Hold |
289
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $12.5K | Hold |
289
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $11K | Hold |
289
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $13K | Hold |
289
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $14K | Sell |
289
-116
| -29% | -$5.62K | 0.01% | 263 |
|
|
2021
Q4 | $17K | Hold |
405
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $14K | Hold |
405
| – | – | 0.01% | 276 |
|
|
2021
Q2 | $13K | Buy |
+405
| New | +$13K | 0.01% | 299 |
|