A&I Financial Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-69,027
| Closed | -$2.57M | – | 22 |
|
2018
Q3 | $2.57M | Sell |
69,027
-25,215
| -27% | -$937K | 6.43% | 3 |
|
2018
Q2 | $3.38M | Buy |
94,242
+1,947
| +2% | +$69.9K | 6.79% | 4 |
|
2018
Q1 | $3.14M | Buy |
92,295
+2,978
| +3% | +$101K | 7.74% | 4 |
|
2017
Q4 | $2.74M | Buy |
+89,317
| New | +$2.74M | 5.4% | 8 |
|