MPS Loria Financial Planners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
+9,743
| New | +$423K | 0.12% | 51 |
|
|
2021
Q2 | – | Sell |
-3,403
| Closed | -$106K | – | 262 |
|
|
2021
Q1 | $106K | Sell |
3,403
-982
| -22% | -$30.6K | 0.05% | 110 |
|
|
2020
Q4 | $129K | Sell |
4,385
-1,076
| -20% | -$31.7K | 0.06% | 102 |
|
|
2020
Q3 | $139K | Buy |
5,461
+1,296
| +31% | +$33K | 0.07% | 84 |
|
|
2020
Q2 | $108K | Buy |
+4,165
| New | +$108K | 0.06% | 97 |
|
|
2017
Q3 | – | Sell |
-6,184
| Closed | -$167K | – | 164 |
|
|
2017
Q2 | $167K | Buy |
+6,184
| New | +$167K | 0.11% | 82 |
|