Burt Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-173
| Closed | -$7K | – | 413 |
|
2020
Q2 | $7K | Hold |
173
| – | – | ﹤0.01% | 280 |
|
2020
Q1 | $7K | Buy |
+173
| New | +$7K | ﹤0.01% | 285 |
|
2017
Q1 | – | Sell |
-1
| Closed | -$1K | – | 362 |
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 370 |
|
2016
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 368 |
|
2016
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 380 |
|
2016
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 501 |
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 490 |
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 404 |
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 367 |
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 356 |
|
2014
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 332 |
|