Certified Advisory Corp’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-679
| Closed | -$26.4K | – | 288 |
|
2023
Q2 | $26.4K | Sell |
679
-53
| -7% | -$2.06K | ﹤0.01% | 240 |
|
2023
Q1 | $29.3K | Buy |
+732
| New | +$29.3K | 0.01% | 253 |
|
2021
Q2 | – | Sell |
-413
| Closed | -$14K | – | 381 |
|
2021
Q1 | $14K | Buy |
+413
| New | +$14K | ﹤0.01% | 551 |
|
2019
Q4 | – | Sell |
-5
| Closed | – | – | 810 |
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 797 |
|
2019
Q2 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 807 |
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 749 |
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 758 |
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 779 |
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 774 |
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 753 |
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 702 |
|