Atlas Capital Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-430
| Closed | -$16.7K | – | 404 |
|
2020
Q2 | $16.7K | Hold |
430
| – | – | ﹤0.01% | 566 |
|
2020
Q1 | $17.2K | Hold |
430
| – | – | 0.01% | 536 |
|
2019
Q4 | $20.9K | Hold |
430
| – | – | 0.01% | 544 |
|
2019
Q3 | $20.7K | Hold |
430
| – | – | 0.01% | 528 |
|
2019
Q2 | $18.4K | Hold |
430
| – | – | 0.01% | 564 |
|
2019
Q1 | $17.9K | Hold |
430
| – | – | 0.01% | 494 |
|
2018
Q4 | $16.1K | Hold |
430
| – | – | 0.01% | 475 |
|
2018
Q3 | $15.8K | Buy |
430
+194
| +82% | +$7.12K | 0.01% | 482 |
|
2018
Q2 | $8.56K | Sell |
236
-3,607
| -94% | -$131K | ﹤0.01% | 475 |
|
2018
Q1 | $131K | Buy |
+3,843
| New | +$131K | 0.04% | 319 |
|