Moisand Fitzgerald Tamayo’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.5K	Hold	656	–	–	﹤0.01%	241
2025 Q1	$30.2K	Hold	656	–	–	﹤0.01%	233
2024 Q4	$24.7K	Hold	656	–	–	﹤0.01%	253
2024 Q3	$26.6K	Hold	656	–	–	﹤0.01%	253
2024 Q2	$22.7K	Hold	656	–	–	﹤0.01%	234
2024 Q1	$24.6K	Hold	656	–	–	﹤0.01%	227
2023 Q4	$23.6K	Sell	656 -159	-20%	-$5.71K	﹤0.01%	238
2023 Q3	$30.8K	Hold	815	–	–	0.01%	215
2023 Q2	$33.2K	Hold	815	–	–	0.01%	207
2023 Q1	$34.1K	Hold	815	–	–	0.01%	212
2022 Q4	$35.2K	Buy	815 +265	+48%	+$11.5K	0.01%	195
2022 Q3	$21K	Buy	550 +159	+41%	+$6.07K	0.01%	226
2022 Q2	$18K	Hold	391	–	–	﹤0.01%	232
2022 Q1	$19K	Sell	391 -157	-29%	-$7.63K	0.01%	140
2021 Q4	$23K	Hold	548	–	–	0.01%	199
2021 Q3	$19K	Hold	548	–	–	0.01%	201
2021 Q2	$17K	Hold	548	–	–	0.01%	218
2021 Q1	$17K	Sell	548 -196	-26%	-$6.08K	0.01%	178
2020 Q4	$22K	Hold	744	–	–	0.01%	165
2020 Q3	$19K	Hold	744	–	–	0.01%	162
2020 Q2	$19K	Hold	744	–	–	0.01%	154
2020 Q1	$20K	Buy	744 +196	+36%	+$5.27K	0.01%	147
2019 Q4	$18K	Hold	548	–	–	0.01%	167
2019 Q3	$19K	Hold	548	–	–	0.01%	161
2019 Q2	$19K	Hold	548	–	–	0.01%	160
2019 Q1	$20K	Hold	548	–	–	0.01%	160
2018 Q4	$18K	Hold	548	–	–	0.01%	160
2018 Q3	$17K	Hold	548	–	–	0.01%	179
2018 Q2	$17K	Hold	548	–	–	0.01%	164
2018 Q1	$15K	Hold	548	–	–	0.01%	180
2017 Q4	$15K	Hold	548	–	–	0.01%	173
2017 Q3	$15K	Buy	+548	New	+$15K	0.01%	182
2016 Q2	–	Sell	-548	Closed	-$14K	–	96
2016 Q1	$14K	Hold	548	–	–	0.01%	143
2015 Q4	$11K	Buy	+548	New	+$11K	0.01%	144