Cassady Schiller Wealth Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$3.09K Buy
2024
Q3
$973 Hold
2024
Q2
$831 Hold
2024
Q1
$902 Buy
2022
Q1
Sell
2021
Q4
$2K Buy