Level Financial Advisors’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	-$16	–	135
2023 Q4	–	Hold	0	–	-$17	–	276
2023 Q3	–	Sell	-45	Closed	-$1.85K	–	284
2023 Q2	$1.85K	Buy	+45	New	+$1.85K	﹤0.01%	250