Forvis Wealth Advisors, LLC Exelon Corp Transaction History

Forvis Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 13, 2020	SELL	$31.26 - $34.56 $332,793 - $367,925	-10,646 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$31.67 - $35.34 $38,859 - $43,362	1,227 Added 13.03%	10,646 $514,000
Q2 2019 Jul 10, 2019	SELL	$33.92 - $36.34 $16,044 - $17,188	-473 Reduced 4.78%	9,419 $452,000
Q1 2019 Apr 10, 2019	BUY	$31.43 - $36.15 $5,123 - $5,892	163 Added 1.68%	9,892 $496,000
Q4 2018 Jan 15, 2019	BUY	$30.48 - $33.57 $2,286 - $2,517	75 Added 0.78%	9,729 $439,000
Q3 2018 Oct 09, 2018	SELL	$29.68 - $31.83 $16,739 - $17,952	-564 Reduced 5.52%	9,654 $421,000
Q2 2018 Jul 13, 2018	BUY	$26.93 - $30.39 $26 - $30	1 Added 0.01%	10,218 $435,000
Q1 2018 Apr 20, 2018	SELL	$25.66 - $28.24 $37,899 - $41,710	-1,477 Reduced 12.63%	10,217 $398,000
Q4 2017 Jan 18, 2018	BUY	$26.99 - $30.24 $36,544 - $40,944	1,354 Added 13.09%	11,694 $461,000
Q3 2017 Oct 13, 2017	BUY	$26.33 - $27.5 $272,252 - $284,350	10,340	10,340 $390,000

1,164

806M

3.25M

1.81M

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $38.5B
Description
Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...

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