MWM
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Mission Wealth Management’s Exelon EXC Stock Holding History

Mission Wealth Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,832
Closed -$202K – 531
2023
Q1 		$202K Buy
+4,832
New +$202K 0.01% 491