West Family Investments’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Buy	+5,789	New	+$251K	0.07%	295
2020 Q3	–	Sell	-25,236	Closed	-$821K	–	83
2020 Q2	$821K	Hold	25,236	–	–	0.2%	63
2020 Q1	$663K	Hold	25,236	–	–	0.26%	56
2019 Q4	$821K	Hold	25,236	–	–	0.2%	63
2019 Q3	$870K	Hold	25,236	–	–	0.22%	59
2019 Q2	$863K	Hold	25,236	–	–	0.22%	62
2019 Q1	$902K	Hold	25,236	–	–	0.23%	64
2018 Q4	$812K	Hold	25,236	–	–	0.21%	65
2018 Q3	$786K	Hold	25,236	–	–	0.19%	65
2018 Q2	$767K	Hold	25,236	–	–	0.19%	63
2018 Q1	$702K	Hold	25,236	–	–	0.19%	65
2017 Q4	$709K	Hold	25,236	–	–	0.18%	66
2017 Q3	$678	Sell	25,236 -72,904	-74%	-$1.96K	0.08%	69
2017 Q2	$2.53M	Hold	98,140	–	–	0.55%	36
2017 Q1	$2.52M	Hold	98,140	–	–	0.48%	41
2016 Q4	$2.48M	Hold	98,140	–	–	0.44%	42
2016 Q3	$2.33M	Hold	98,140	–	–	0.43%	44
2016 Q2	$2.55M	Hold	98,140	–	–	0.46%	41
2016 Q1	$2.51M	Hold	98,140	–	–	0.41%	41
2015 Q4	$1.94M	Hold	98,140	–	–	0.5%	45
2015 Q3	$2.08M	Hold	98,140	–	–	0.43%	38
2015 Q2	$2.2M	Hold	98,140	–	–	0.47%	37
2015 Q1	$2.35M	Hold	98,140	–	–	0.48%	39
2014 Q4	$2.6M	Hold	98,140	–	–	0.51%	36
2014 Q3	$2.39M	Hold	98,140	–	–	0.5%	36
2014 Q2	$2.55M	Hold	98,140	–	–	0.53%	34
2014 Q1	$2.35M	Hold	98,140	–	–	0.51%	35
2013 Q4	$1.92M	Hold	98,140	–	–	0.44%	36
2013 Q3	$2.08M	Hold	98,140	–	–	0.53%	36
2013 Q2	$2.16M	Buy	+98,140	New	+$2.16M	0.57%	37