AllSquare Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-670
| Closed | -$24K | – | 483 |
|
|
2018
Q2 | $24K | Buy |
+670
| New | +$24K | 0.02% | 257 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 388 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 370 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$3K | – | 236 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 263 |
|
|
2016
Q1 | $4K | Sell |
100
-133
| -57% | -$5.32K | ﹤0.01% | 256 |
|
|
2015
Q4 | $7K | Buy |
233
+100
| +75% | +$3K | 0.01% | 223 |
|
|
2015
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 264 |
|
|
2015
Q2 | $4K | Buy |
+133
| New | +$4K | ﹤0.01% | 282 |
|