Accel Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,698
| Closed | -$68K | – | 399 |
|
|
2023
Q1 | $68K | Buy |
1,698
+7
| +0.4% | +$280 | 0.03% | 409 |
|
|
2022
Q4 | $70.9K | Buy |
1,691
+7
| +0.4% | +$294 | 0.03% | 300 |
|
|
2022
Q3 | $66K | Buy |
1,684
+17
| +1% | +$666 | 0.04% | 319 |
|
|
2022
Q2 | $62K | Buy |
1,667
+15
| +0.9% | +$558 | 0.04% | 312 |
|
|
2022
Q1 | $77K | Buy |
1,652
+20
| +1% | +$932 | 0.04% | 291 |
|
|
2021
Q4 | $68K | Buy |
1,632
+916
| +128% | +$38.2K | 0.03% | 324 |
|
|
2021
Q3 | $25K | Sell |
716
-892
| -55% | -$31.1K | 0.02% | 453 |
|
|
2021
Q2 | $60K | Buy |
1,608
+7
| +0.4% | +$261 | 0.04% | 310 |
|
|
2021
Q1 | $56K | Buy |
1,601
+8
| +0.5% | +$280 | 0.05% | 295 |
|
|
2020
Q4 | $49K | Buy |
+1,593
| New | +$49K | 0.05% | 297 |
|