Arete Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,810
| Closed | -$473K | – | 699 |
|
|
2023
Q1 | $473K | Buy |
11,810
+190
| +2% | +$7.61K | 0.04% | 359 |
|
|
2022
Q4 | $487M | Buy |
11,620
+3,310
| +40% | +$139M | 0.04% | 331 |
|
|
2022
Q3 | $307K | Buy |
+8,310
| New | +$307K | 0.03% | 398 |
|
|
2022
Q2 | – | Sell |
-62,240
| Closed | -$1.05M | – | 491 |
|
|
2022
Q1 | $1.05M | Buy |
+62,240
| New | +$1.05M | 0.09% | 174 |
|
|
2020
Q1 | – | Sell |
-4,927
| Closed | -$239K | – | 366 |
|
|
2019
Q4 | $239K | Sell |
4,927
-1,777
| -27% | -$86.2K | 0.04% | 337 |
|
|
2019
Q3 | $323K | Buy |
+6,704
| New | +$323K | 0.06% | 280 |
|