FineMark National Bank & Trust’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-243
| Closed | -$8K | – | 586 |
|
|
2016
Q4 | $8K | Sell |
243
-217
| -47% | -$7.14K | ﹤0.01% | 996 |
|
|
2016
Q3 | $15K | Sell |
460
-831
| -64% | -$27.1K | ﹤0.01% | 855 |
|
|
2016
Q2 | $45K | Hold |
1,291
| – | – | 0.01% | 620 |
|
|
2016
Q1 | $46K | Buy |
1,291
+140
| +12% | +$4.99K | 0.01% | 593 |
|
|
2015
Q4 | $37K | Sell |
1,151
-66
| -5% | -$2.12K | ﹤0.01% | 668 |
|
|
2015
Q3 | $38K | Sell |
1,217
-108
| -8% | -$3.37K | 0.01% | 695 |
|
|
2015
Q2 | $44K | Buy |
1,325
+210
| +19% | +$6.97K | 0.01% | 685 |
|
|
2015
Q1 | $39K | Sell |
1,115
-210
| -16% | -$7.35K | 0.01% | 728 |
|
|
2014
Q4 | $51K | Buy |
1,325
+108
| +9% | +$4.16K | 0.01% | 660 |
|
|
2014
Q3 | $41K | Hold |
1,217
| – | – | 0.01% | 678 |
|
|
2014
Q2 | $42K | Buy |
1,217
+110
| +10% | +$3.8K | 0.01% | 678 |
|
|
2014
Q1 | $38K | Hold |
1,107
| – | – | 0.01% | 685 |
|
|
2013
Q4 | $37K | Sell |
1,107
-500
| -31% | -$16.7K | 0.01% | 656 |
|
|
2013
Q3 | $59K | Sell |
1,607
-750
| -32% | -$27.5K | 0.01% | 537 |
|
|
2013
Q2 | $88K | Buy |
+2,357
| New | +$88K | 0.03% | 420 |
|