KA
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Kaizen Advisory’s Exelon EXC Stock Holding History

Kaizen Advisory’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$118K Buy
3,661
+518
+16% +$16.7K 0.08% 202
2018
Q3 		$98K Hold
3,143
– – 0.05% 233
2018
Q2 		$96K Buy
3,143
+1,832
+140% +$56K 0.05% 233
2018
Q1 		$36K Hold
1,311
– – 0.04% 240
2017
Q4 		$37K Buy
+1,311
New +$37K 0.02% 223