San Luis Wealth Advisors’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$610K	Sell	14,057 -2,084	-13%	-$90.4K	0.13%	92
2025 Q1	$744K	Buy	+16,141	New	+$744K	0.17%	63
2022 Q2	–	Sell	-2,638	Closed	-$152K	–	191
2022 Q1	$152K	Buy	+2,638	New	+$152K	0.07%	173