Foundations Investment Advisors’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 |
-5,379
| Closed | -$255K | – | 400 |
|
|
2022
Q1 | $255K | Buy |
5,379
+488
| +10% | +$23.1K | 0.01% | 307 |
|
|
2021
Q4 | $203K | Buy |
+4,891
| New | +$203K | 0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-31,672
| Closed | -$1.51M | – | 126 |
|
|
2019
Q4 | $1.51M | Sell |
31,672
-374
| -1% | -$17.8K | 0.19% | 45 |
|
|
2019
Q3 | $1.53M | Buy |
32,046
+5,098
| +19% | +$243K | 0.2% | 43 |
|
|
2019
Q2 | $1.18M | Buy |
26,948
+4,802
| +22% | +$210K | 0.18% | 45 |
|
|
2019
Q1 | $921K | Buy |
22,146
+200
| +0.9% | +$8.32K | 0.16% | 37 |
|
|
2018
Q4 | $849K | Buy |
21,946
+2,676
| +14% | +$104K | 0.18% | 35 |
|
|
2018
Q3 | $716K | Buy |
19,270
+2,520
| +15% | +$93.6K | 0.17% | 53 |
|
|
2018
Q2 | $601K | Buy |
+16,750
| New | +$601K | 0.16% | 52 |
|