Planning Directions’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,410
| Closed | -$203K | – | 90 |
|
|
2025
Q1 | $203K | Buy |
+4,410
| New | +$203K | 0.09% | 115 |
|
|
2023
Q4 | – | Sell |
-5,318
| Closed | -$201K | – | 71 |
|
|
2023
Q3 | $201K | Buy |
5,318
+11
| +0.2% | +$416 | 0.15% | 62 |
|
|
2023
Q2 | $216K | Buy |
5,307
+10
| +0.2% | +$407 | 0.16% | 62 |
|
|
2023
Q1 | $222K | Buy |
5,297
+10
| +0.2% | +$419 | 0.17% | 65 |
|
|
2022
Q4 | $229K | Buy |
+5,287
| New | +$229K | 0.17% | 62 |
|
|
2022
Q3 | – | Sell |
-5,212
| Closed | -$236K | – | 67 |
|
|
2022
Q2 | $236K | Buy |
5,212
+667
| +15% | +$30.2K | 0.18% | 62 |
|
|
2022
Q1 | $216K | Sell |
4,545
-1,782
| -28% | -$84.7K | 0.15% | 74 |
|
|
2021
Q4 | $261K | Buy |
6,327
+42
| +0.7% | +$1.73K | 0.17% | 64 |
|
|
2021
Q3 | $217K | Buy |
+6,285
| New | +$217K | 0.16% | 70 |
|
|
2021
Q2 | – | Sell |
-6,490
| Closed | -$202K | – | 70 |
|
|
2021
Q1 | $202K | Buy |
+6,490
| New | +$202K | 0.16% | 63 |
|
|
2020
Q1 | – | Sell |
-9,674
| Closed | -$315K | – | 69 |
|
|
2019
Q4 | $315K | Buy |
+9,674
| New | +$315K | 0.29% | 40 |
|