Everpar Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,795
| Closed | -$270K | – | 257 |
|
|
2024
Q4 | $270K | Sell |
6,795
-601
| -8% | -$23.9K | 0.14% | 199 |
|
|
2024
Q3 | $328K | Sell |
7,396
-2,107
| -22% | -$93.4K | 0.17% | 176 |
|
|
2024
Q2 | $364K | Sell |
9,503
-453
| -5% | -$17.3K | 0.18% | 164 |
|
|
2024
Q1 | $385K | Sell |
9,956
-10,518
| -51% | -$406K | 0.23% | 149 |
|
|
2023
Q4 | $751K | Buy |
+20,474
| New | +$751K | 0.35% | 104 |
|