American Investment Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,583
| Closed | -$508K | – | 131 |
|
|
2020
Q4 | $508K | Sell |
16,583
-10,735
| -39% | -$329K | 0.15% | 73 |
|
|
2020
Q3 | $784K | Hold |
27,318
| – | – | 0.26% | 62 |
|
|
2020
Q2 | $1.06M | Hold |
27,318
| – | – | 0.37% | 43 |
|
|
2020
Q1 | $1.1M | Sell |
27,318
-27
| -0.1% | -$1.08K | 0.42% | 37 |
|
|
2019
Q4 | $1.33M | Buy |
27,345
+27
| +0.1% | +$1.31K | 0.4% | 37 |
|
|
2019
Q3 | $1.32M | Hold |
27,318
| – | – | 0.41% | 37 |
|
|
2019
Q2 | $1.17M | Hold |
27,318
| – | – | 0.37% | 40 |
|
|
2019
Q1 | $1.14M | Buy |
+27,318
| New | +$1.14M | 0.36% | 35 |
|