C.M. Bidwell & Associates’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,535
| Closed | -$56.3K | – | 501 |
|
|
2023
Q4 | $56.3K | Hold |
1,535
| – | – | 0.04% | 212 |
|
|
2023
Q3 | $52.5K | Sell |
1,535
-145
| -9% | -$4.96K | 0.04% | 278 |
|
|
2023
Q2 | $65.3K | Hold |
1,680
| – | – | 0.05% | 275 |
|
|
2023
Q1 | $67.3K | Hold |
1,680
| – | – | 0.05% | 272 |
|
|
2022
Q4 | $70.5K | Buy |
+1,680
| New | +$70.5K | 0.06% | 261 |
|
|
2020
Q2 | – | Sell |
-6,605
| Closed | -$265K | – | 423 |
|
|
2020
Q1 | $265K | Buy |
6,605
+250
| +4% | +$10K | 0.28% | 94 |
|
|
2019
Q4 | $309K | Buy |
+6,355
| New | +$309K | 0.28% | 83 |
|
|
2019
Q2 | – | Sell |
-7,365
| Closed | -$306K | – | 411 |
|
|
2019
Q1 | $306K | Buy |
+7,365
| New | +$306K | 0.31% | 95 |
|
|
2014
Q3 | – | Sell |
-7,540
| Closed | -$262K | – | 248 |
|
|
2014
Q2 | $262K | Hold |
7,540
| – | – | 0.06% | 125 |
|
|
2014
Q1 | $257K | Buy |
7,540
+1,492
| +25% | +$50.9K | 0.06% | 124 |
|
|
2013
Q4 | $199K | Sell |
6,048
-205
| -3% | -$6.75K | 0.05% | 161 |
|
|
2013
Q3 | $228K | Hold |
6,253
| – | – | 0.06% | 136 |
|
|
2013
Q2 | $233K | Buy |
+6,253
| New | +$233K | 0.07% | 107 |
|