Bruderman Asset Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $414K | Sell |
10,787
-992
| -8% | -$38.1K | 0.74% | 50 |
|
|
2022
Q1 | $542K | Sell |
11,779
-14,362
| -55% | -$661K | 0.82% | 46 |
|
|
2021
Q4 | $1.09M | Sell |
26,141
-83,650
| -76% | -$3.49M | 0.83% | 44 |
|
|
2021
Q3 | $3.91M | Buy |
109,791
+2,443
| +2% | +$87K | 0.98% | 35 |
|
|
2021
Q2 | $3.99M | Buy |
107,348
+1,895
| +2% | +$70.5K | 1.24% | 31 |
|
|
2021
Q1 | $3.66M | Buy |
105,453
+4,120
| +4% | +$143K | 1.02% | 32 |
|
|
2020
Q4 | $3.1M | Buy |
101,333
+4,264
| +4% | +$131K | 0.9% | 39 |
|
|
2020
Q3 | $2.79M | Sell |
97,069
-3,997
| -4% | -$115K | 0.91% | 37 |
|
|
2020
Q2 | $4.03M | Buy |
+101,066
| New | +$4.03M | 1.33% | 28 |
|