Capital Asset Advisory Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,908
Closed -$88K 927
2020
Q4
$88K Buy
+2,908
New +$88K 0.02% 485
2020
Q1
Sell
-16,318
Closed -$574K 541
2019
Q4
$574K Buy
+16,318
New +$574K 0.13% 148