TriaGen Wealth Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$624K Sell
2025
Q2
$610K Buy
2025
Q1
$643K Buy
2022
Q2
Sell
2022
Q1
$711K Buy
2021
Q4
$401K Hold
2021
Q3
$335K Hold
2021
Q2
$325K Sell
2021
Q1
$466K Hold
2020
Q4
$450K Buy