Lucia Wealth Services’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-129,828	Closed	-$3.61M	–	210
2018 Q1	$3.61M	Sell	129,828 -34,970	-21%	-$973K	1.17%	33
2017 Q4	$4.63M	Buy	+164,798	New	+$4.63M	2.05%	13