Cary Street Partners Investment Advisory’s Exelon EXC Stock Holding History

Cary Street Partners 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 Q4	$67K	Buy
2023 Q4	–	Sell
2023 Q3	$84.6K	Buy
2023 Q2	$86.3K	Sell
2023 Q1	$97.1K	Buy
2022 Q4	$86.6K	Buy
2021 Q4	–	Sell
2021 Q3	$345K	Buy
2021 Q2	–	Sell
2021 Q1	$42K	Buy