Avantra Family Wealth’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$440K	Buy	10,138 +7	+0.1%	+$304	0.36%	82
2025 Q1	$467K	Buy	10,131 +1,094	+12%	+$50.4K	0.45%	82
2024 Q4	$340K	Buy	+9,037	New	+$340K	0.32%	111