Morningstar Investment Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,900
Closed -$639K 202
2023
Q3
$639K Hold
16,900
0.09% 86
2023
Q2
$689K Buy
+16,900
New +$689K 0.09% 84