Curi Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,765
| Closed | -$242K | – | 173 |
|
|
2022
Q4 | $242K | Buy |
+5,765
| New | +$242K | 0.03% | 164 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$38K | – | 370 |
|
|
2022
Q2 | $38K | Hold |
1,000
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $45K | Hold |
1,000
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $41K | Buy |
+1,000
| New | +$41K | 0.01% | 195 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$30K | – | 235 |
|
|
2020
Q4 | $30K | Buy |
+1,000
| New | +$30K | 0.02% | 180 |
|