Financial Architects (New Jersey)’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 |
-4,607
| Closed | -$211K | – | 97 |
|
2022
Q1 | $211K | Buy |
+4,607
| New | +$211K | 0.03% | 317 |
|
2020
Q3 | – | Sell |
-77
| Closed | -$3K | – | 435 |
|
2020
Q2 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 771 |
|
2018
Q3 | – | Sell |
-55
| Closed | -$2K | – | 1306 |
|
2018
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1209 |
|
2016
Q4 | – | Sell |
-38
| Closed | -$1K | – | 1385 |
|
2016
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 1360 |
|
2016
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1351 |
|
2016
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1090 |
|
2015
Q3 | – | Sell |
-504
| Closed | -$16K | – | 446 |
|
2015
Q2 | $16K | Buy |
+504
| New | +$16K | 0.01% | 670 |
|