Altshuler Shaham’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-523
| Closed | -$20.8K | – | 336 |
|
|
2024
Q4 | $20.8K | Buy |
523
+42
| +9% | +$1.67K | ﹤0.01% | 208 |
|
|
2024
Q3 | $21.3K | Buy |
+481
| New | +$21.3K | ﹤0.01% | 162 |
|
|
2023
Q1 | – | Sell |
-1,119
| Closed | -$46.9K | – | 398 |
|
|
2022
Q4 | $46.9K | Sell |
1,119
-46
| -4% | -$1.93K | ﹤0.01% | 224 |
|
|
2022
Q3 | $43K | Sell |
1,165
-177
| -13% | -$6.53K | ﹤0.01% | 264 |
|
|
2022
Q2 | $52K | Sell |
1,342
-101
| -7% | -$3.91K | ﹤0.01% | 243 |
|
|
2022
Q1 | $66K | Buy |
+1,443
| New | +$66K | ﹤0.01% | 311 |
|
|
2020
Q4 | – | Sell |
-1,340
| Closed | -$38K | – | 405 |
|
|
2020
Q3 | $38K | Buy |
+1,340
| New | +$38K | ﹤0.01% | 252 |
|
|
2020
Q2 | – | Sell |
-164
| Closed | -$7K | – | 429 |
|
|
2020
Q1 | $7K | Sell |
164
-5,019
| -97% | -$214K | ﹤0.01% | 315 |
|
|
2019
Q4 | $252K | Buy |
+5,183
| New | +$252K | 0.01% | 134 |
|
|
2019
Q2 | – | Sell |
-1,053
| Closed | -$44K | – | 377 |
|
|
2019
Q1 | $44K | Buy |
+1,053
| New | +$44K | ﹤0.01% | 147 |
|