CWM
Cedar Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,150
| Closed | -$276K | – | 321 |
|
|
2024
Q1 | $276K | Buy |
7,150
+1,250
| +21% | +$48.3K | 0.09% | 95 |
|
|
2023
Q4 | $216K | Hold |
5,900
| – | – | 0.08% | 103 |
|
|
2023
Q3 | $202K | Buy |
5,900
+100
| +2% | +$3.42K | 0.08% | 105 |
|
|
2023
Q2 | $226K | Hold |
5,800
| – | – | 0.09% | 97 |
|
|
2023
Q1 | $232K | Hold |
5,800
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $243K | Hold |
5,800
| – | – | 0.12% | 84 |
|
|
2022
Q3 | $215K | Hold |
5,800
| – | – | 0.11% | 96 |
|
|
2022
Q2 | $223K | Hold |
5,800
| – | – | 0.1% | 103 |
|
|
2022
Q1 | $266K | Hold |
5,800
| – | – | 0.11% | 105 |
|
|
2021
Q4 | $241K | Hold |
5,800
| – | – | 0.1% | 111 |
|
|
2021
Q3 | $207K | Hold |
5,800
| – | – | 0.09% | 104 |
|
|
2021
Q2 | $216K | Hold |
5,800
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $201K | Buy |
+5,800
| New | +$201K | 0.1% | 99 |
|