Mount Yale Investment Advisors’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.3K	Buy	+674	New	+$29.3K	﹤0.01%	958
2018 Q4	–	Sell	-830	Closed	-$26K	–	463
2018 Q3	$26K	Sell	830 -49	-6%	-$1.54K	﹤0.01%	728
2018 Q2	$27K	Hold	879	–	–	0.01%	733
2018 Q1	$24K	Buy	+879	New	+$24K	0.01%	732