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Peak Financial Advisors’s Exelon EXC Stock Holding History

Peak Financial Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,413
Closed -$314K – 75
2020
Q4 		$314K Buy
+10,413
New +$314K 0.27% 49