ERTS Wealth Advisors’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 |
-5,769
| Closed | -$265K | – | 91 |
|
|
2022
Q1 | $265K | Sell |
5,769
-400
| -6% | -$18.4K | 0.07% | 76 |
|
|
2021
Q4 | $255K | Buy |
6,169
+112
| +2% | +$4.63K | 0.06% | 74 |
|
|
2021
Q3 | $216K | Buy |
6,057
+170
| +3% | +$6.06K | 0.06% | 79 |
|
|
2021
Q2 | $219K | Sell |
5,887
-54
| -0.9% | -$2.01K | 0.06% | 83 |
|
|
2021
Q1 | $206K | Buy |
+5,941
| New | +$206K | 0.06% | 85 |
|
|
2019
Q1 | – | Sell |
-1,590
| Closed | -$60K | – | 163 |
|
|
2018
Q4 | $60K | Buy |
+1,590
| New | +$60K | 0.04% | 149 |
|