Freedom Investment Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22,601
| Closed | -$876K | – | 568 |
|
|
2020
Q2 | $876K | Buy |
22,601
+4,681
| +26% | +$181K | 0.1% | 182 |
|
|
2020
Q1 | $918K | Buy |
17,920
+826
| +5% | +$42.3K | 0.08% | 207 |
|
|
2019
Q4 | $831K | Buy |
17,094
+864
| +5% | +$42K | 0.07% | 229 |
|
|
2019
Q3 | $783K | Buy |
16,230
+5,310
| +49% | +$256K | 0.07% | 252 |
|
|
2019
Q2 | $467K | Buy |
10,920
+3,066
| +39% | +$131K | 0.04% | 379 |
|
|
2019
Q1 | $327K | Sell |
7,854
-1,804
| -19% | -$75.1K | 0.03% | 490 |
|
|
2018
Q4 | $363K | Sell |
9,658
-3,534
| -27% | -$133K | 0.03% | 510 |
|
|
2018
Q3 | $496K | Sell |
13,192
-4,724
| -26% | -$178K | 0.03% | 518 |
|
|
2018
Q2 | $643K | Buy |
17,916
+1,317
| +8% | +$47.3K | 0.04% | 459 |
|
|
2018
Q1 | $565K | Buy |
16,599
+5,595
| +51% | +$190K | 0.03% | 578 |
|
|
2017
Q4 | $337K | Buy |
11,004
+122
| +1% | +$3.74K | 0.02% | 839 |
|
|
2017
Q3 | $335K | Buy |
10,882
+604
| +6% | +$18.6K | 0.02% | 785 |
|
|
2017
Q2 | $300K | Sell |
10,278
-203
| -2% | -$5.93K | 0.02% | 787 |
|
|
2017
Q1 | $334K | Buy |
10,481
+145
| +1% | +$4.62K | 0.02% | 709 |
|
|
2016
Q4 | $320K | Sell |
10,336
-1,107
| -10% | -$34.3K | 0.02% | 664 |
|
|
2016
Q3 | $379K | Buy |
11,443
+2,280
| +25% | +$75.5K | 0.02% | 538 |
|
|
2016
Q2 | $320K | Buy |
9,163
+686
| +8% | +$24K | 0.02% | 565 |
|
|
2016
Q1 | $305K | Buy |
8,477
+1,883
| +29% | +$67.8K | 0.02% | 549 |
|
|
2015
Q4 | $209K | Buy |
+6,594
| New | +$209K | 0.02% | 692 |
|
|
2015
Q2 | – | Sell |
-6,106
| Closed | -$214K | – | 694 |
|
|
2015
Q1 | $214K | Buy |
6,106
+116
| +2% | +$4.07K | 0.02% | 575 |
|
|
2014
Q4 | $234K | Buy |
+5,990
| New | +$234K | 0.03% | 507 |
|
|
2013
Q3 | – | Sell |
-5,694
| Closed | -$213K | – | 387 |
|
|
2013
Q2 | $213K | Buy |
+5,694
| New | +$213K | 0.07% | 263 |
|