Continuum Advisory’s Exelon EXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,239
Closed -$57.1K 774
2025
Q1
$57.1K Buy
1,239
+189
+18% +$8.71K 0.01% 638
2024
Q4
$39.5K Sell
1,050
-266
-20% -$10K 0.01% 706
2024
Q3
$50.2K Buy
1,316
+79
+6% +$3.01K 0.01% 659
2024
Q2
$42.8K Buy
1,237
+7
+0.6% +$242 0.01% 639
2024
Q1
$47.1K Buy
+1,230
New +$47.1K 0.01% 612