Planning Directions’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $203K | Buy |
|
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|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $201K | Buy |
|
|||||
|
2023
Q2 | $216K | Buy |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | $229K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $236K | Buy |
|
|||||
|
2022
Q1 | $216K | Sell |
|
|||||
|
2021
Q4 | $261K | Buy |
|
|||||
|
2021
Q3 | $217K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $202K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $315K | Buy |
|