FDx Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,452
| Closed | -$560K | – | 632 |
|
|
2020
Q2 | $560K | Buy |
+14,452
| New | +$560K | 0.03% | 318 |
|
|
2020
Q1 | – | Sell |
-4,258
| Closed | -$207K | – | 557 |
|
|
2019
Q4 | $207K | Sell |
4,258
-51
| -1% | -$2.48K | 0.01% | 584 |
|
|
2019
Q3 | $208K | Sell |
4,309
-10,709
| -71% | -$517K | 0.01% | 593 |
|
|
2019
Q2 | $643K | Buy |
15,018
+3,068
| +26% | +$131K | 0.03% | 428 |
|
|
2019
Q1 | $497K | Buy |
+11,950
| New | +$497K | 0.02% | 466 |
|
|
2018
Q4 | – | Sell |
-9,288
| Closed | -$345K | – | 626 |
|
|
2018
Q3 | $345K | Sell |
9,288
-16,712
| -64% | -$621K | 0.01% | 648 |
|
|
2018
Q2 | $934K | Sell |
26,000
-33,503
| -56% | -$1.2M | 0.03% | 384 |
|
|
2018
Q1 | $2.02M | Sell |
59,503
-3,290
| -5% | -$112K | 0.06% | 285 |
|
|
2017
Q4 | $1.92M | Buy |
62,793
+2,402
| +4% | +$73.6K | 0.05% | 333 |
|
|
2017
Q3 | $1.86M | Buy |
60,391
+5,415
| +10% | +$167K | 0.05% | 330 |
|
|
2017
Q2 | $1.6M | Buy |
54,976
+3,564
| +7% | +$104K | 0.05% | 378 |
|
|
2017
Q1 | $1.64M | Buy |
51,412
+6,441
| +14% | +$205K | 0.05% | 349 |
|
|
2016
Q4 | $1.39M | Buy |
+44,971
| New | +$1.39M | 0.04% | 408 |
|
|
2014
Q2 | – | Sell |
-9,336
| Closed | -$318K | – | 982 |
|
|
2014
Q1 | $318K | Buy |
+9,336
| New | +$318K | 0.03% | 591 |
|