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Essential Planning’s Exelon EXC Stock Holding History

Essential Planning’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,500
Closed -$252K – 149
2024
Q4 		$252K Buy
+6,500
New +$252K ﹤0.01% 297