PTP
Platform Technology Partners’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
8,439
+500
| +6% | +$21.7K | 0.1% | 175 |
|
|
2025
Q1 | $366K | Hold |
7,939
| – | – | 0.11% | 161 |
|
|
2024
Q4 | $299K | Sell |
7,939
-1
| -0% | -$38 | 0.09% | 167 |
|
|
2024
Q3 | $322K | Buy |
7,940
+159
| +2% | +$6.45K | 0.1% | 167 |
|
|
2024
Q2 | $269K | Buy |
+7,781
| New | +$269K | 0.09% | 179 |
|
|
2023
Q4 | $268K | Sell |
7,781
-3,240
| -29% | -$111K | 0.1% | 172 |
|
|
2023
Q3 | $416K | Hold |
11,021
| – | – | 0.19% | 115 |
|
|
2023
Q2 | $460K | Sell |
11,021
-4,915
| -31% | -$205K | 0.22% | 107 |
|
|
2023
Q1 | $668K | Buy |
15,936
+128
| +0.8% | +$5.36K | 0.33% | 84 |
|
|
2022
Q4 | $683K | Buy |
15,808
+182
| +1% | +$7.87K | 0.35% | 79 |
|
|
2022
Q3 | $585K | Buy |
15,626
+1,000
| +7% | +$37.4K | 0.33% | 84 |
|
|
2022
Q2 | $663K | Buy |
14,626
+112
| +0.8% | +$5.08K | 0.36% | 76 |
|
|
2022
Q1 | $691K | Sell |
14,514
-195
| -1% | -$9.28K | 0.33% | 83 |
|
|
2021
Q4 | $850K | Buy |
+14,709
| New | +$850K | 0.37% | 69 |
|
|
2021
Q3 | – | Sell |
-9,466
| Closed | -$419K | – | 247 |
|
|
2021
Q2 | $419K | Buy |
+9,466
| New | +$419K | 0.17% | 146 |
|
|
2020
Q4 | $547K | Buy |
12,966
+95
| +0.7% | +$4.01K | 0.27% | 101 |
|
|
2020
Q3 | $460K | Hold |
12,871
| – | – | 0.28% | 96 |
|
|
2020
Q2 | $467K | Buy |
12,871
+1,350
| +12% | +$49K | 0.33% | 88 |
|
|
2020
Q1 | $424K | Buy |
+11,521
| New | +$424K | 0.39% | 75 |
|