Mark Sheptoff Financial Planning’s Exelon EXC Stock Holding History

Mark Sheptoff Financial 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 Q2	$13K	Hold	300	–	–	0.01%	313
2025 Q1	$13.8K	Hold	300	–	–	0.01%	286
2024 Q4	$11.3K	Hold	300	–	–	0.01%	307
2024 Q3	$12.2K	Hold	300	–	–	0.01%	290
2024 Q2	$10.4K	Hold	300	–	–	0.01%	312
2024 Q1	$11.3K	Hold	300	–	–	0.01%	286
2023 Q4	$10.8K	Hold	300	–	–	0.01%	283
2023 Q3	$11.3K	Hold	300	–	–	0.01%	260
2023 Q2	$12.2K	Hold	300	–	–	0.01%	260
2023 Q1	$12.6K	Hold	300	–	–	0.01%	251
2022 Q4	$13K	Hold	300	–	–	0.01%	247
2022 Q3	$11K	Hold	300	–	–	0.01%	246
2022 Q2	$14K	Hold	300	–	–	0.01%	239
2022 Q1	$14K	Sell	300 -195	-39%	-$9.1K	0.01%	269
2021 Q4	$20K	Buy	495 +74	+18%	+$2.99K	0.01%	253
2021 Q3	$15K	Hold	421	–	–	0.01%	271
2021 Q2	$13K	Hold	421	–	–	0.01%	306
2021 Q1	$13K	Hold	421	–	–	0.01%	270
2020 Q4	$13K	Hold	421	–	–	0.01%	254
2020 Q3	$11K	Hold	421	–	–	0.01%	231
2020 Q2	$11K	Hold	421	–	–	0.01%	253
2020 Q1	$11K	Hold	421	–	–	0.01%	223
2019 Q4	$14K	Hold	421	–	–	0.01%	252
2019 Q3	$14K	Hold	421	–	–	0.01%	244
2019 Q2	$14K	Hold	421	–	–	0.01%	238
2019 Q1	$15K	Hold	421	–	–	0.01%	229
2018 Q4	$14K	Hold	421	–	–	0.01%	211
2018 Q3	$13K	Hold	421	–	–	0.01%	275
2018 Q2	$13K	Hold	421	–	–	0.01%	255
2018 Q1	$12K	Hold	421	–	–	0.01%	269
2017 Q4	$12K	Hold	421	–	–	0.01%	271
2017 Q3	$11K	Hold	421	–	–	0.01%	279
2017 Q2	$11K	Sell	421 -1	-0.2%	-$26	0.01%	271
2017 Q1	$11K	Buy	422 +1	+0.2%	+$26	0.01%	273
2016 Q4	$11K	Sell	421 -350	-45%	-$9.15K	0.01%	263
2016 Q3	$18K	Hold	771	–	–	0.01%	223
2016 Q2	$20K	Hold	771	–	–	0.01%	206
2016 Q1	$20K	Hold	771	–	–	0.02%	205
2015 Q4	$15K	Sell	771 -4,206	-85%	-$81.8K	0.01%	241
2015 Q3	$105K	Hold	4,977	–	–	0.09%	129
2015 Q2	$112K	Hold	4,977	–	–	0.09%	135
2015 Q1	$119K	Hold	4,977	–	–	0.1%	130
2014 Q4	$132K	Hold	4,977	–	–	0.12%	113
2014 Q3	$121K	Hold	4,977	–	–	0.11%	130
2014 Q2	$130K	Hold	4,977	–	–	0.11%	124
2014 Q1	$119K	Buy	+4,977	New	+$119K	0.11%	136