Advisory Research’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,291	Closed	-$256K	–	445
2023 Q2	$256K	Buy	+6,291	New	+$256K	0.03%	404
2014 Q2	–	Sell	-5,137	Closed	-$123K	–	442
2014 Q1	$123K	Buy	+5,137	New	+$123K	﹤0.01%	337