B.O.S.S. Retirement Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,744
| Closed | -$1.27M | – | 223 |
|
|
2024
Q3 | $1.27M | Buy |
28,744
+1,101
| +4% | +$48.8K | 0.26% | 101 |
|
|
2024
Q2 | $1.06M | Buy |
27,643
+105
| +0.4% | +$4.02K | 0.27% | 98 |
|
|
2024
Q1 | $1.01M | Sell |
27,538
-3,248
| -11% | -$119K | 0.39% | 95 |
|
|
2023
Q4 | $1.13M | Sell |
30,786
-3,879
| -11% | -$142K | 0.22% | 148 |
|
|
2023
Q3 | $1.18M | Sell |
34,665
-2,837
| -8% | -$97K | 0.26% | 154 |
|
|
2023
Q2 | $1.46M | Sell |
37,502
-4,113
| -10% | -$160K | 0.31% | 138 |
|
|
2023
Q1 | $1.67M | Buy |
41,615
+1,054
| +3% | +$42.2K | 0.39% | 104 |
|
|
2022
Q4 | $1.7M | Buy |
+40,561
| New | +$1.7M | 0.44% | 94 |
|