BerganKDV Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-73
| Closed | -$3K | – | 997 |
|
|
2022
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 766 |
|
|
2022
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 798 |
|
|
2021
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 820 |
|
|
2021
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 760 |
|
|
2021
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 731 |
|
|
2020
Q4 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 775 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$2K | – | 998 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 766 |
|