Oak Family Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-23,105
Closed -$866K 113
2022
Q3
$866K Buy
23,105
+1,537
+7% +$57.6K 0.46% 46
2022
Q2
$977K Sell
21,568
-679
-3% -$30.8K 0.49% 47
2022
Q1
$1.06M Buy
+22,247
New +$1.06M 0.41% 51