Cornerstone Planning Group’s Exelon EXC Stock Holding History

Cornerstone Planning Group’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$86.2K	Buy
2025 Q2	$79.5K	Buy
2025 Q1	$62.2K	Buy
2024 Q4	$48.8K	Buy
2024 Q3	$46K	Buy
2024 Q2	$43.3K	Buy
2024 Q1	–	Sell
2023 Q4	$574	Hold
2023 Q3	$605	Buy