NewSquare Capital’s Exelon EXC Stock Holding History

NewSquare Capital’s Portfolio EXC Stock Details EXC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.8K	Buy	317 +62	+24%	+$2.69K	﹤0.01%	570
2025 Q1	$11.8K	Buy	255 +231	+963%	+$10.6K	﹤0.01%	499
2024 Q4	$903	Buy	+24	New	+$903	﹤0.01%	672
2023 Q1	–	Sell	-199	Closed	-$8.6K	–	914
2022 Q4	$8.6K	Buy	+199	New	+$8.6K	﹤0.01%	307
2021 Q1	–	Sell	-10,135	Closed	-$428K	–	333
2020 Q4	$428K	Buy	+10,135	New	+$428K	0.06%	133
2020 Q3	–	Sell	-22	Closed	-$1K	–	352
2020 Q2	$1K	Buy	+22	New	+$1K	﹤0.01%	343
2019 Q1	–	Sell	-41,851	Closed	-$1.89M	–	335
2018 Q4	$1.89M	Sell	41,851 -118	-0.3%	-$5.32K	0.4%	37
2018 Q3	$1.83M	Buy	41,969 +2,916	+7%	+$127K	0.35%	50
2018 Q2	$1.64M	Buy	39,053 +4,254	+12%	+$179K	0.33%	51
2018 Q1	$1.36M	Buy	34,799 +2,555	+8%	+$99.7K	0.3%	53
2017 Q4	$1.27M	Buy	32,244 +2,091	+7%	+$82.4K	0.29%	56
2017 Q3	$1.14M	Buy	30,153 +357	+1%	+$13.5K	0.27%	58
2017 Q2	$1.08M	Buy	29,796 +1,798	+6%	+$64.9K	0.26%	61
2017 Q1	$1.01M	Buy	27,998 +3,882	+16%	+$140K	0.24%	63
2016 Q4	$856K	Buy	24,116 +1,015	+4%	+$36K	0.21%	75
2016 Q3	$769K	Buy	23,101 +940	+4%	+$31.3K	0.18%	85
2016 Q2	$806K	Buy	22,161 +3,157	+17%	+$115K	0.19%	68
2016 Q1	$681K	Sell	19,004 -1,325	-7%	-$47.5K	0.2%	79
2015 Q4	$565K	Buy	20,329 +2,419	+14%	+$67.2K	0.16%	80
2015 Q3	$532K	Buy	17,910 +86	+0.5%	+$2.56K	0.16%	79
2015 Q2	$560K	Buy	17,824 +1,478	+9%	+$46.4K	0.17%	83
2015 Q1	$549K	Buy	16,346 +851	+5%	+$28.6K	0.17%	80
2014 Q4	$575K	Buy	15,495 +566	+4%	+$21K	0.19%	75
2014 Q3	$509K	Buy	14,929 +1,641	+12%	+$55.9K	0.18%	88
2014 Q2	$485K	Sell	13,288 -375	-3%	-$13.7K	0.17%	83
2014 Q1	$459K	Buy	13,663 +1,208	+10%	+$40.6K	0.18%	79
2013 Q4	$341K	Buy	12,455 +1,359	+12%	+$37.2K	0.17%	73
2013 Q3	$329K	Buy	11,096 +1,739	+19%	+$51.6K	0.16%	73
2013 Q2	$289K	Buy	+9,357	New	+$289K	0.14%	78