Planned Solutions’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,814
| Closed | -$73.6K | – | 272 |
|
|
2024
Q3 | $73.6K | Buy |
+1,814
| New | +$73.6K | 0.03% | 253 |
|
|
2021
Q1 | – | Sell |
-2,664
| Closed | -$80K | – | 171 |
|
|
2020
Q4 | $80K | Hold |
2,664
| – | – | 0.06% | 131 |
|
|
2020
Q3 | $68K | Buy |
+2,664
| New | +$68K | 0.07% | 114 |
|