Stonehage Fleming Financial Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,505
Closed -$170K 253
2023
Q3
$170K Hold
4,505
0.02% 155
2023
Q2
$184K Buy
+4,505
New +$184K 0.01% 135