Kingswood Wealth Advisors’s Exelon EXC Stock Holding History

Kingswood Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Sell
2025 Q1	$689K	Buy
2024 Q4	$280K	Sell
2024 Q3	$810K	Buy
2024 Q2	$379K	Sell
2024 Q1	$473K	Buy
2023 Q4	–	Sell
2023 Q3	$570K	Buy