Beaumont Asset Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,642
| Closed | -$219K | – | 65 |
|
|
2023
Q2 | $219K | Sell |
5,642
-6,593
| -54% | -$256K | 0.17% | 65 |
|
|
2023
Q1 | $490K | Sell |
12,235
-653
| -5% | -$26.2K | 0.36% | 56 |
|
|
2022
Q4 | $541K | Buy |
12,888
+51
| +0.4% | +$2.14K | 0.4% | 44 |
|
|
2022
Q3 | $474K | Buy |
+12,837
| New | +$474K | 0.38% | 45 |
|