Vivaldi Capital Management’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$279K	Sell	6,430 -1,429	-18%	-$62K	0.04%	232
2025 Q1	$362K	Buy	7,859 +31	+0.4%	+$1.43K	0.06%	185
2024 Q4	$319K	Buy	7,828 +108	+1%	+$4.4K	0.05%	200
2024 Q3	$313K	Buy	+7,720	New	+$313K	0.09%	155