FMWA
Forvis Mazars Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,646
| Closed | -$514K | – | 292 |
|
|
2019
Q3 | $514K | Buy |
10,646
+1,227
| +13% | +$59.2K | 0.04% | 172 |
|
|
2019
Q2 | $452K | Sell |
9,419
-473
| -5% | -$22.7K | 0.04% | 173 |
|
|
2019
Q1 | $496K | Buy |
9,892
+163
| +2% | +$8.17K | 0.04% | 163 |
|
|
2018
Q4 | $439K | Buy |
9,729
+75
| +0.8% | +$3.38K | 0.04% | 149 |
|
|
2018
Q3 | $421K | Sell |
9,654
-564
| -6% | -$24.6K | 0.04% | 166 |
|
|
2018
Q2 | $435K | Buy |
10,218
+1
| +0% | +$43 | 0.04% | 155 |
|
|
2018
Q1 | $399K | Sell |
10,217
-1,477
| -13% | -$57.7K | 0.04% | 173 |
|
|
2017
Q4 | $461K | Buy |
11,694
+1,354
| +13% | +$53.4K | 0.05% | 156 |
|
|
2017
Q3 | $390K | Buy |
10,340
+276
| +3% | +$10.4K | 0.04% | 155 |
|
|
2017
Q2 | $363K | Buy |
10,064
+219
| +2% | +$7.9K | 0.04% | 165 |
|
|
2017
Q1 | $354K | Buy |
9,845
+1,105
| +13% | +$39.7K | 0.04% | 157 |
|
|
2016
Q4 | $310K | Buy |
8,740
+444
| +5% | +$15.7K | 0.04% | 152 |
|
|
2016
Q3 | $276K | Buy |
+8,296
| New | +$276K | 0.04% | 154 |
|