Quantitative U.S. Large Cap Value Equity Portfolio EXC Holdings History
Disciplined U.S. Value Equity Portfolio's Exelon Corp Holding Summary
As of 2025-04-30, Disciplined U.S. Value Equity Portfolio held 1,101.00 shares of Exelon Corp(EXC), totaling $51,640.00. This investment constitutes 2.61% of their stock portfolio, and Disciplined U.S. Value Equity Portfolio now holds 0% of the outstanding Exelon Corp(EXC) stock.
The initial trade took place in 2019Q4. And since then Disciplined U.S. Value Equity Portfolio has made 4 purchases of EXC, at an average price of $40.51, for a total of 3,129.00 shares. In addition, there have been 4 sales at an average price of $37.81 for 2,028.00 shares. Based on historical transaction data and EXC's current price of $43.13, Disciplined U.S. Value Equity Portfolio's estimated gain on his EXC holdings is $-2,581.99, reflecting a -2.04% gain to date.
Disciplined U.S. Value Equity Portfolio EXC ($43.13) Holding Chart
Disciplined U.S. Value Equity Portfolio EXC ($43.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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