CSat Investment Advisory’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $43K | Buy |
1,239
+71
| +6% | +$2.46K | 0.04% | 229 |
|
|
2020
Q4 | $36K | Sell |
1,168
-1,682
| -59% | -$51.8K | 0.03% | 226 |
|
|
2020
Q3 | $82K | Buy |
2,850
+714
| +33% | +$20.5K | 0.01% | 540 |
|
|
2020
Q2 | $83K | Buy |
2,136
+1,012
| +90% | +$39.3K | 0.01% | 539 |
|
|
2020
Q1 | $45K | Buy |
1,124
+81
| +8% | +$3.24K | 0.01% | 551 |
|
|
2019
Q4 | $51K | Buy |
1,043
+178
| +21% | +$8.7K | 0.01% | 620 |
|
|
2019
Q3 | $42K | Hold |
865
| – | – | 0.01% | 606 |
|
|
2019
Q2 | $37K | Buy |
865
+521
| +151% | +$22.3K | 0.01% | 623 |
|
|
2019
Q1 | $14K | Buy |
344
+4
| +1% | +$163 | 0.01% | 376 |
|
|
2018
Q4 | $13K | Buy |
340
+39
| +13% | +$1.49K | 0.01% | 364 |
|
|
2018
Q3 | $11K | Sell |
301
-46
| -13% | -$1.68K | 0.01% | 348 |
|
|
2018
Q2 | $12K | Buy |
+347
| New | +$12K | 0.01% | 303 |
|
|
2016
Q3 | $623K | Sell |
18,838
-15,303
| -45% | -$506K | 2.33% | 21 |
|
|
2016
Q2 | $1.19M | Sell |
34,141
-5,350
| -14% | -$187K | 2.5% | 21 |
|
|
2016
Q1 | $1.42M | Sell |
39,491
-50,693
| -56% | -$1.82M | 2.8% | 19 |
|
|
2015
Q4 | $2.86M | Buy |
90,184
+6,446
| +8% | +$205K | 2.44% | 18 |
|
|
2015
Q3 | $2.62M | Sell |
83,738
-58,920
| -41% | -$1.84M | 2.3% | 19 |
|
|
2015
Q2 | $4.64M | Buy |
+142,658
| New | +$4.64M | 2.17% | 21 |
|