Gamble Jones Investment Counsel’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,410
| Closed | -$367K | – | 226 |
|
|
2014
Q4 | $367K | Hold |
9,410
| – | – | 0.04% | 183 |
|
|
2014
Q3 | $316K | Hold |
9,410
| – | – | 0.03% | 189 |
|
|
2014
Q2 | $327K | Hold |
9,410
| – | – | 0.04% | 188 |
|
|
2014
Q1 | $320K | Sell |
9,410
-1,000
| -10% | -$34K | 0.04% | 184 |
|
|
2013
Q4 | $343K | Sell |
10,410
-1,295
| -11% | -$42.7K | 0.04% | 181 |
|
|
2013
Q3 | $427K | Sell |
11,705
-550
| -4% | -$20.1K | 0.05% | 169 |
|
|
2013
Q2 | $458K | Buy |
+12,255
| New | +$458K | 0.06% | 163 |
|