PDS Planning’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
5,644
+436
| +8% | +$18.9K | 0.02% | 413 |
|
|
2025
Q1 | $240K | Buy |
+5,208
| New | +$240K | 0.02% | 381 |
|
|
2023
Q4 | – | Sell |
-5,468
| Closed | -$207K | – | 369 |
|
|
2023
Q3 | $207K | Sell |
5,468
-62
| -1% | -$2.34K | 0.03% | 294 |
|
|
2023
Q2 | $225K | Buy |
+5,530
| New | +$225K | 0.03% | 269 |
|