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Simplicity Wealth’s Exelon EXC Stock Holding History

Simplicity Wealth’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,266
Closed -$355K – 718
2024
Q2 		$355K Sell
10,266
-420
-4% -$14.5K 0.01% 892
2024
Q1 		$401K Buy
+10,686
New +$401K 0.01% 812