Castle Wealth Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,122
Closed -$42K 278
2022
Q3
$42K Buy
1,122
+4
+0.4% +$150 0.03% 235
2022
Q2
$51K Buy
+1,118
New +$51K 0.03% 212