Douglass Winthrop Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,660
| Closed | -$239K | – | 266 |
|
|
2018
Q2 | $239K | Hold |
6,660
| – | – | 0.01% | 262 |
|
|
2018
Q1 | $227K | Sell |
6,660
-23,900
| -78% | -$815K | 0.01% | 254 |
|
|
2017
Q4 | $936K | Hold |
30,560
| – | – | 0.05% | 131 |
|
|
2017
Q3 | $942K | Hold |
30,560
| – | – | 0.05% | 128 |
|
|
2017
Q2 | $891K | Buy |
30,560
+13,500
| +79% | +$394K | 0.05% | 125 |
|
|
2017
Q1 | $543K | Buy |
+17,060
| New | +$543K | 0.03% | 158 |
|