Meristem Family Wealth’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$218K Sell
4,587
-1,938
-30% -$92.1K 0.02% 312
2021
Q4
$269K Buy
6,525
+14
+0.2% +$577 0.02% 315
2021
Q3
$224K Buy
+6,511
New +$224K 0.02% 367