Summit Wealth Group’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-95
Closed -$3K 107
2021
Q2
$3K Hold
95
﹤0.01% 149
2021
Q1
$3K Buy
+95
New +$3K ﹤0.01% 139