West Family Investments’s Exelon EXC Stock Holding History

West Family Investments’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$262K	Buy
2025 Q2	$251K	Buy
2020 Q3	–	Sell
2020 Q2	$821K	Hold
2020 Q1	$663K	Hold
2019 Q4	$821K	Hold
2019 Q3	$870K	Hold
2019 Q2	$863K	Hold
2019 Q1	$902K	Hold
2018 Q4	$812K	Hold
2018 Q3	$786K	Hold
2018 Q2	$767K	Hold
2018 Q1	$702K	Hold
2017 Q4	$709K	Hold
2017 Q3	$678	Sell
2017 Q2	$2.53M	Hold
2017 Q1	$2.52M	Hold
2016 Q4	$2.48M	Hold
2016 Q3	$2.33M	Hold
2016 Q2	$2.54M	Hold
2016 Q1	$2.51M	Hold
2015 Q4	$1.94M	Hold
2015 Q3	$2.08M	Hold
2015 Q2	$2.2M	Hold
2015 Q1	$2.35M	Hold
2014 Q4	$2.6M	Hold
2014 Q3	$2.39M	Hold
2014 Q2	$2.55M	Hold
2014 Q1	$2.35M	Hold
2013 Q4	$1.92M	Hold
2013 Q3	$2.08M	Hold
2013 Q2	$2.16M	Buy