Financial Gravity Asset Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$258 | – | 1819 |
|
|
2024
Q1 | $258 | Buy |
+7
| New | +$258 | ﹤0.01% | 1566 |
|
|
2023
Q3 | – | Sell |
-52
| Closed | -$4.67M | – | 1425 |
|
|
2023
Q2 | $4.67M | Buy |
+52
| New | +$4.67M | 12.72% | 1 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$244 | – | 1319 |
|
|
2022
Q4 | $244 | Buy |
+42
| New | +$244 | ﹤0.01% | 903 |
|
|
2020
Q2 | – | Sell |
-210
| Closed | -$8.4K | – | 319 |
|
|
2020
Q1 | $8.4K | Sell |
210
-55
| -21% | -$2.2K | 0.03% | 245 |
|
|
2019
Q4 | $49K | Buy |
265
+32
| +14% | +$5.92K | 0.03% | 660 |
|
|
2019
Q3 | $11K | Buy |
233
+142
| +156% | +$6.7K | 0.01% | 592 |
|
|
2019
Q2 | $4K | Buy |
91
+29
| +47% | +$1.28K | ﹤0.01% | 728 |
|
|
2019
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 828 |
|
|
2018
Q3 | $7K | Sell |
195
-20
| -9% | -$718 | 0.01% | 650 |
|
|
2018
Q2 | $8K | Sell |
215
-618
| -74% | -$23K | 0.01% | 614 |
|
|
2018
Q1 | $28K | Buy |
+833
| New | +$28K | 0.03% | 474 |
|