Austin Private Wealth’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,030
Closed -$109K 227
2023
Q4
$109K Buy
+3,030
New +$109K 0.01% 211
2023
Q3
Sell
-3,504
Closed -$143K 173
2023
Q2
$143K Buy
+3,504
New +$143K 0.02% 167