FirstPurpose Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $323K | Buy |
8,545
+72
| +0.8% | +$2.72K | 0.12% | 154 |
|
|
2023
Q4 | $311K | Buy |
8,473
+726
| +9% | +$26.6K | 0.12% | 151 |
|
|
2023
Q3 | $265K | Buy |
7,747
+151
| +2% | +$5.16K | 0.11% | 156 |
|
|
2023
Q2 | $295K | Buy |
7,596
+988
| +15% | +$38.4K | 0.13% | 145 |
|
|
2023
Q1 | $265K | Sell |
6,608
-105
| -2% | -$4.21K | 0.13% | 142 |
|
|
2022
Q4 | $282K | Buy |
6,713
+424
| +7% | +$17.8K | 0.16% | 125 |
|
|
2022
Q3 | $233K | Buy |
+6,289
| New | +$233K | 0.15% | 125 |
|
|
2022
Q2 | – | Sell |
-4,799
| Closed | -$220K | – | 146 |
|
|
2022
Q1 | $220K | Buy |
+4,799
| New | +$220K | 0.17% | 120 |
|