Cedar Brook Financial Partners’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 |
-5,964
| Closed | -$231K | – | 297 |
|
|
2020
Q2 | $231K | Buy |
5,964
+313
| +6% | +$12.1K | 0.1% | 235 |
|
|
2020
Q1 | $226K | Buy |
5,651
+111
| +2% | +$4.44K | 0.13% | 208 |
|
|
2019
Q4 | $269K | Sell |
5,540
-1,813
| -25% | -$88K | 0.11% | 222 |
|
|
2019
Q3 | $355K | Sell |
7,353
-867
| -11% | -$41.9K | 0.16% | 187 |
|
|
2019
Q2 | $352K | Buy |
8,220
+67
| +0.8% | +$2.87K | 0.16% | 177 |
|
|
2019
Q1 | $339K | Sell |
8,153
-2,961
| -27% | -$123K | 0.16% | 185 |
|
|
2018
Q4 | $417K | Buy |
+11,114
| New | +$417K | 0.25% | 132 |
|