Westshore Wealth’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,865
Closed -$320K 97
2023
Q2
$320K Sell
7,865
-2,243
-22% -$91.4K 0.16% 59
2023
Q1
$423K Buy
10,108
+3,144
+45% +$132K 0.22% 50
2022
Q4
$301K Buy
+6,964
New +$301K 0.17% 69