Regent Peak Wealth Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,358
Closed -$71K 417
2020
Q4
$71K Buy
+2,358
New +$71K 0.02% 256