Advisor Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $413K | Buy |
10,771
+229
| +2% | +$8.78K | 0.03% | 538 |
|
|
2022
Q1 | $483K | Buy |
10,542
+75
| +0.7% | +$3.44K | 0.03% | 526 |
|
|
2021
Q4 | $436K | Buy |
10,467
+469
| +5% | +$19.5K | 0.03% | 551 |
|
|
2021
Q3 | $356K | Sell |
9,998
-2,094
| -17% | -$74.6K | 0.02% | 583 |
|
|
2021
Q2 | $450K | Buy |
12,092
+14
| +0.1% | +$521 | 0.03% | 535 |
|
|
2021
Q1 | $419K | Buy |
12,078
+741
| +7% | +$25.7K | 0.03% | 525 |
|
|
2020
Q4 | $347K | Sell |
11,337
-575
| -5% | -$17.6K | 0.03% | 552 |
|
|
2020
Q3 | $342K | Buy |
11,912
+3,604
| +43% | +$103K | 0.03% | 494 |
|
|
2020
Q2 | $322K | Sell |
8,308
-955
| -10% | -$37K | 0.03% | 499 |
|
|
2020
Q1 | $371K | Buy |
9,263
+1,431
| +18% | +$57.3K | 0.04% | 382 |
|
|
2019
Q4 | $379K | Buy |
7,832
+706
| +10% | +$34.2K | 0.04% | 412 |
|
|
2019
Q3 | $344K | Buy |
7,126
+1,403
| +25% | +$67.7K | 0.04% | 421 |
|
|
2019
Q2 | $245K | Buy |
5,723
+202
| +4% | +$8.65K | 0.03% | 538 |
|
|
2019
Q1 | $230K | Buy |
+5,521
| New | +$230K | 0.03% | 541 |
|