Aquila Investment Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $355K | Buy |
+8,000
| New | +$355K | 0.39% | 57 |
|
|
2023
Q4 | – | Sell |
-65,000
| Closed | -$2.22M | – | 86 |
|
|
2023
Q3 | $2.22M | Hold |
65,000
| – | – | 2.05% | 11 |
|
|
2023
Q2 | $2.53M | Sell |
65,000
-19,000
| -23% | -$739K | 2.07% | 7 |
|
|
2023
Q1 | $3.37M | Hold |
84,000
| – | – | 2.77% | 3 |
|
|
2022
Q4 | $3.52M | Buy |
84,000
+13,000
| +18% | +$545K | 2.73% | 3 |
|
|
2022
Q3 | $2.63M | Buy |
+71,000
| New | +$2.63M | 1.96% | 10 |
|