Impact Partnership Wealth’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-316
Closed -$11.9K 364
2024
Q1
$11.9K Hold
316
﹤0.01% 432
2023
Q4
$11.3K Hold
316
﹤0.01% 485
2023
Q3
$11.9K Buy
316
+200
+172% +$7.56K ﹤0.01% 564
2023
Q2
$4.73K Buy
+116
New +$4.73K ﹤0.01% 507