DWM
Diversify Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
7,648
-464
| -6% | -$20.2K | 0.02% | 436 |
|
|
2025
Q1 | $349K | Sell |
8,112
-7,081
| -47% | -$305K | 0.03% | 417 |
|
|
2024
Q4 | $588K | Sell |
15,193
-4,018
| -21% | -$156K | 0.05% | 320 |
|
|
2024
Q3 | $850K | Sell |
19,211
-3,212
| -14% | -$142K | 0.08% | 217 |
|
|
2024
Q2 | $939K | Buy |
+22,423
| New | +$939K | 0.12% | 167 |
|