Bartlett & Co’s FirstEnergy FE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$45K	Hold	1,221	–	–	﹤0.01%	723
2023 Q3	$42K	Hold	1,221	–	–	﹤0.01%	690
2023 Q2	$47K	Hold	1,221	–	–	﹤0.01%	682
2023 Q1	$49K	Hold	1,221	–	–	﹤0.01%	570
2022 Q4	$51K	Hold	1,221	–	–	﹤0.01%	575
2022 Q3	$45K	Hold	1,221	–	–	﹤0.01%	577
2022 Q2	$47K	Hold	1,221	–	–	﹤0.01%	579
2022 Q1	$56K	Buy	+1,221	New	+$56K	﹤0.01%	569
2021 Q1	–	Sell	-56	Closed	-$2K	–	1094
2020 Q4	$2K	Buy	+56	New	+$2K	﹤0.01%	912
2020 Q3	–	Sell	-400	Closed	-$16K	–	837
2020 Q2	$16K	Hold	400	–	–	﹤0.01%	631
2020 Q1	$16K	Buy	+400	New	+$16K	﹤0.01%	604
2019 Q3	$33K	Buy	+693	New	+$33K	﹤0.01%	590
2018 Q3	–	Sell	-450	Closed	-$16K	–	703
2018 Q2	$16K	Hold	450	–	–	﹤0.01%	553
2018 Q1	$15K	Hold	450	–	–	﹤0.01%	562
2017 Q4	$14K	Hold	450	–	–	﹤0.01%	561
2017 Q3	$14K	Hold	450	–	–	﹤0.01%	554
2017 Q2	$13K	Hold	450	–	–	﹤0.01%	565
2017 Q1	$14K	Hold	450	–	–	﹤0.01%	571
2016 Q4	$14K	Hold	450	–	–	﹤0.01%	573
2016 Q3	$15K	Hold	450	–	–	﹤0.01%	567
2016 Q2	$16K	Hold	450	–	–	﹤0.01%	568
2016 Q1	$16K	Sell	450 -26	-5%	-$924	﹤0.01%	559
2015 Q4	$15K	Hold	476	–	–	﹤0.01%	575
2015 Q3	$15K	Hold	476	–	–	﹤0.01%	563
2015 Q2	$15K	Sell	476 -2,120	-82%	-$66.8K	﹤0.01%	573
2015 Q1	$91K	Hold	2,596	–	–	﹤0.01%	330
2014 Q4	$101K	Hold	2,596	–	–	﹤0.01%	318
2014 Q3	$87K	Hold	2,596	–	–	﹤0.01%	333
2014 Q2	$90K	Hold	2,596	–	–	﹤0.01%	328
2014 Q1	$88K	Hold	2,596	–	–	﹤0.01%	331
2013 Q4	$86K	Hold	2,596	–	–	﹤0.01%	333
2013 Q3	$95K	Hold	2,596	–	–	0.01%	303
2013 Q2	$97K	Buy	+2,596	New	+$97K	0.01%	300