Frisch Financial Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,397
| Closed | -$216K | – | 121 |
|
|
2023
Q1 | $216K | Buy |
5,397
+131
| +2% | +$5.24K | 0.08% | 109 |
|
|
2022
Q4 | $221K | Sell |
5,266
-276
| -5% | -$11.6K | 0.08% | 124 |
|
|
2022
Q3 | $205K | Buy |
5,542
+6
| +0.1% | +$222 | 0.09% | 113 |
|
|
2022
Q2 | $213K | Buy |
5,536
+5
| +0.1% | +$192 | 0.08% | 116 |
|
|
2022
Q1 | $254K | Sell |
5,531
-261
| -5% | -$12K | 0.08% | 123 |
|
|
2021
Q4 | $210K | Buy |
5,792
+5
| +0.1% | +$181 | 0.07% | 149 |
|
|
2021
Q3 | $206K | Buy |
5,787
+6
| +0.1% | +$214 | 0.07% | 142 |
|
|
2021
Q2 | $216K | Buy |
5,781
+5
| +0.1% | +$187 | 0.07% | 138 |
|
|
2021
Q1 | $200K | Buy |
+5,776
| New | +$200K | 0.07% | 147 |
|
|
2020
Q3 | – | Sell |
-5,754
| Closed | -$223K | – | 107 |
|
|
2020
Q2 | $223K | Sell |
5,754
-1,111
| -16% | -$43.1K | 0.11% | 85 |
|
|
2020
Q1 | $275K | Sell |
6,865
-189
| -3% | -$7.57K | 0.16% | 73 |
|
|
2019
Q4 | $343K | Sell |
7,054
-609
| -8% | -$29.6K | 0.16% | 71 |
|
|
2019
Q3 | $370K | Buy |
+7,663
| New | +$370K | 0.22% | 60 |
|