Westover Capital Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $660K | Sell |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $645K | Sell |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $625K | Sell |
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|
2020
Q1 | $675K | Buy |
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|
2019
Q4 | $832K | Sell |
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|
2019
Q3 | $3.21M | Sell |
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|
2019
Q2 | $3.26M | Buy |
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|
2019
Q1 | $2.34M | Sell |
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|
2018
Q4 | $2.12M | Sell |
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|
2018
Q3 | $2.2M | Sell |
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|
2018
Q2 | $2.63M | Sell |
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|
2018
Q1 | $2.87M | Sell |
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|
2017
Q4 | $2.97M | Sell |
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|
2017
Q3 | $3.09M | Sell |
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|
2017
Q2 | $3.33M | Buy |
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|
2017
Q1 | $3.32M | Buy |
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|
2016
Q4 | $2.83M | Sell |
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|
2016
Q3 | $3.05M | Sell |
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|
2016
Q2 | $3.57M | Buy |
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|
2016
Q1 | $3.1M | Buy |
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