Trifecta Capital Advisors’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18	Closed	-$647	–	421
2023 Q4	$647	Hold	18	–	–	﹤0.01%	425
2023 Q3	$681	Hold	18	–	–	﹤0.01%	399
2023 Q2	$734	Buy	+18	New	+$734	﹤0.01%	397