Buckingham Strategic Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $373K | Buy |
9,739
+576
| +6% | +$22K | ﹤0.01% | 538 |
|
|
2024
Q1 | $354K | Buy |
9,163
+1,816
| +25% | +$70.1K | ﹤0.01% | 545 |
|
|
2023
Q4 | $269K | Buy |
7,347
+554
| +8% | +$20.3K | ﹤0.01% | 596 |
|
|
2023
Q3 | $232K | Sell |
6,793
-138
| -2% | -$4.72K | ﹤0.01% | 595 |
|
|
2023
Q2 | $269K | Buy |
6,931
+1,807
| +35% | +$70.3K | ﹤0.01% | 554 |
|
|
2023
Q1 | $215K | Hold |
5,124
| – | – | ﹤0.01% | 554 |
|
|
2022
Q4 | $215K | Buy |
+5,124
| New | +$215K | ﹤0.01% | 556 |
|
|
2022
Q2 | – | Sell |
-5,221
| Closed | -$239K | – | 622 |
|
|
2022
Q1 | $239K | Hold |
5,221
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $217K | Buy |
+5,221
| New | +$217K | ﹤0.01% | 547 |
|
|
2021
Q3 | – | Sell |
-5,522
| Closed | -$205K | – | 597 |
|
|
2021
Q2 | $205K | Buy |
+5,522
| New | +$205K | ﹤0.01% | 563 |
|
|
2020
Q3 | – | Sell |
-5,397
| Closed | -$209K | – | 483 |
|
|
2020
Q2 | $209K | Sell |
5,397
-414
| -7% | -$16K | 0.02% | 371 |
|
|
2020
Q1 | $233K | Buy |
5,811
+122
| +2% | +$4.89K | 0.02% | 397 |
|
|
2019
Q4 | $276K | Sell |
5,689
-644
| -10% | -$31.2K | 0.03% | 378 |
|
|
2019
Q3 | $305K | Sell |
6,333
-447
| -7% | -$21.5K | 0.03% | 323 |
|
|
2019
Q2 | $290K | Sell |
6,780
-928
| -12% | -$39.7K | 0.03% | 352 |
|
|
2019
Q1 | $321K | Buy |
7,708
+35
| +0.5% | +$1.46K | 0.04% | 303 |
|
|
2018
Q4 | $288K | Buy |
+7,673
| New | +$288K | 0.04% | 274 |
|