Balanced Wealth Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
27,990
-88
| -0.3% | -$3.76K | 0.52% | 25 |
|
|
2025
Q1 | $1.13M | Buy |
28,078
+1,087
| +4% | +$43.9K | 0.55% | 25 |
|
|
2024
Q4 | $1.07M | Buy |
26,991
+250
| +0.9% | +$9.95K | 0.48% | 26 |
|
|
2024
Q3 | $1.19M | Buy |
26,741
+241
| +0.9% | +$10.7K | 0.52% | 25 |
|
|
2024
Q2 | $1.02M | Buy |
26,500
+264
| +1% | +$10.1K | 0.46% | 27 |
|
|
2024
Q1 | $1.05M | Buy |
26,236
+4,775
| +22% | +$190K | 0.47% | 28 |
|
|
2023
Q4 | $787K | Buy |
+21,461
| New | +$787K | 0.41% | 33 |
|