Cypress Wealth Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,045
| Closed | -$277K | – | 234 |
|
|
2022
Q1 | $277K | Buy |
6,045
+1,101
| +22% | +$50.5K | 0.08% | 189 |
|
|
2021
Q4 | $206K | Buy |
+4,944
| New | +$206K | 0.06% | 217 |
|
|
2021
Q3 | – | Sell |
-5,940
| Closed | -$221K | – | 236 |
|
|
2021
Q2 | $221K | Buy |
+5,940
| New | +$221K | 0.06% | 240 |
|
|
2020
Q3 | – | Sell |
-6,330
| Closed | -$245K | – | 66 |
|
|
2020
Q2 | $245K | Buy |
6,330
+238
| +4% | +$9.21K | 0.06% | 226 |
|
|
2020
Q1 | $244K | Sell |
6,092
-121
| -2% | -$4.85K | 0.07% | 203 |
|
|
2019
Q4 | $302K | Buy |
6,213
+618
| +11% | +$30K | 0.08% | 190 |
|
|
2019
Q3 | $270K | Buy |
+5,595
| New | +$270K | 0.07% | 198 |
|