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Northwest Financial Advisors’s Exelon EXC Stock Holding History

Northwest Financial Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,982
Closed -$80.4K – 241
2024
Q3 		$80.4K Buy
+1,982
New +$80.4K 0.06% 181
2024
Q1 		– Sell
-2,926
Closed -$105K – 223
2023
Q4 		$105K Buy
+2,926
New +$105K 0.09% 137