MPS Loria Financial Planners’s Exelon EXC Stock Holding History

MPS Loria Financial Planners’s Portfolio EXC Stock Details EXC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$433K	Sell
2025 Q2	$423K	Buy
2021 Q2	–	Sell
2021 Q1	$106K	Sell
2020 Q4	$129K	Sell
2020 Q3	$139K	Buy
2020 Q2	$108K	Buy
2017 Q3	–	Sell
2017 Q2	$167K	Buy