Berman Capital Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $107K | Buy |
3,020
+1,071
| +55% | +$37.9K | 0.02% | 417 |
|
|
2021
Q2 | $72K | Buy |
1,949
+690
| +55% | +$25.5K | 0.01% | 458 |
|
|
2021
Q1 | $43K | Buy |
1,259
+39
| +3% | +$1.33K | 0.01% | 531 |
|
|
2020
Q4 | $37K | Sell |
1,220
-111
| -8% | -$3.37K | 0.01% | 488 |
|
|
2020
Q3 | $37K | Buy |
1,331
+224
| +20% | +$6.23K | 0.01% | 421 |
|
|
2020
Q2 | $42K | Buy |
1,107
+34
| +3% | +$1.29K | 0.01% | 357 |
|
|
2020
Q1 | $42K | Buy |
1,073
+754
| +236% | +$29.5K | 0.01% | 321 |
|
|
2019
Q4 | $15K | Buy |
319
+2
| +0.6% | +$94 | ﹤0.01% | 614 |
|
|
2019
Q3 | $15K | Buy |
317
+1
| +0.3% | +$47 | ﹤0.01% | 586 |
|
|
2019
Q2 | $13K | Buy |
316
+139
| +79% | +$5.72K | ﹤0.01% | 636 |
|
|
2019
Q1 | $7K | Hold |
177
| – | – | ﹤0.01% | 758 |
|
|
2018
Q4 | $6K | Buy |
+177
| New | +$6K | ﹤0.01% | 621 |
|