Cape Investment Advisory’s Exelon EXC Stock Holding History

Cape Investment Advisory’s Portfolio EXC Stock Details EXC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.3K	Hold
2025 Q1	$20.5K	Sell
2024 Q4	$59.1K	Sell
2024 Q3	$81.1K	Hold
2024 Q2	$69.2K	Hold
2024 Q1	$75.1K	Sell
2023 Q4	$126K	Buy
2023 Q3	$92.8K	Buy
2023 Q2	$62.9K	Sell
2023 Q1	$103K	Buy