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Grey Fox Wealth Advisors’s Exelon EXC Stock Holding History

Grey Fox Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,134
Closed -$209K – 102
2023
Q2 		$209K Sell
5,134
-1,510
-23% -$61.5K 0.11% 97
2023
Q1 		$278K Sell
6,644
-150
-2% -$6.28K 0.16% 74
2022
Q4 		$294K Buy
+6,794
New +$294K 0.19% 70