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J. Safra Asset Management’s Exelon EXC Stock Holding History

J. Safra Asset Management’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,602
Closed -$60.3K – 323
2024
Q4 		$60.3K Buy
1,602
+800
+100% +$30.1K ﹤0.01% 186
2024
Q3 		$32.4K Hold
802
– – ﹤0.01% 181
2024
Q2 		$27.8K Buy
+802
New +$27.8K ﹤0.01% 172