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Evergreen Wealth Solutions’s Exelon EXC Stock Holding History

Evergreen Wealth Solutions’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$513K Sell
11,816
-501
-4% -$21.8K 0.31% 61
2025
Q1 		$568K Buy
12,317
+4,033
+49% +$186K 0.38% 46
2024
Q4 		$312K Buy
+8,284
New +$312K 0.22% 76