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West Financial Advisors’s Exelon EXC Stock Holding History

West Financial Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-205
Closed -$7.75K – 173
2023
Q3 		$7.75K Buy
+205
New +$7.75K ﹤0.01% 136