Principia Wealth Advisory’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3K Buy
30
+10
+50% +$434 ﹤0.01% 491
2025
Q1
$886 Buy
20
+2
+11% +$89 ﹤0.01% 421
2024
Q4
$678 Buy
+18
New +$678 ﹤0.01% 455