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Elevated Capital Advisors’s Exelon EXC Stock Holding History

Elevated Capital Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Hold
21,946
– – 0.28% 95
2025
Q1 		$1.01M Buy
21,946
+191
+0.9% +$8.8K 0.28% 95
2024
Q4 		$819K Sell
21,755
-134
-0.6% -$5.04K 0.22% 134
2024
Q3 		$888K Sell
21,889
-445
-2% -$18K 0.24% 128
2024
Q2 		$773K Buy
+22,334
New +$773K 0.22% 126