Glassman Wealth Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-260
| Closed | -$9.53K | – | 763 |
|
|
2023
Q4 | $9.53K | Sell |
260
-192
| -42% | -$7.04K | ﹤0.01% | 901 |
|
|
2023
Q3 | $15.4K | Buy |
452
+141
| +45% | +$4.82K | ﹤0.01% | 730 |
|
|
2023
Q2 | $12.1K | Buy |
311
+5
| +2% | +$194 | ﹤0.01% | 766 |
|
|
2023
Q1 | $12.3K | Buy |
306
+25
| +9% | +$1K | ﹤0.01% | 765 |
|
|
2022
Q4 | $11.8K | Buy |
281
+39
| +16% | +$1.64K | ﹤0.01% | 786 |
|
|
2022
Q3 | $9K | Buy |
242
+18
| +8% | +$669 | ﹤0.01% | 820 |
|
|
2022
Q2 | $9K | Sell |
224
-11
| -5% | -$442 | ﹤0.01% | 844 |
|
|
2022
Q1 | $11K | Buy |
235
+19
| +9% | +$889 | ﹤0.01% | 796 |
|
|
2021
Q4 | $9K | Buy |
216
+34
| +19% | +$1.42K | ﹤0.01% | 825 |
|
|
2021
Q3 | $6K | Buy |
182
+42
| +30% | +$1.39K | ﹤0.01% | 906 |
|
|
2021
Q2 | $5K | Buy |
140
+52
| +59% | +$1.86K | ﹤0.01% | 910 |
|
|
2021
Q1 | $3K | Buy |
88
+11
| +14% | +$375 | ﹤0.01% | 991 |
|
|
2020
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q3 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 992 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1316 |
|
|
2020
Q1 | $1K | Sell |
30
-43
| -59% | -$1.43K | ﹤0.01% | 866 |
|
|
2019
Q4 | $4K | Buy |
73
+8
| +12% | +$438 | ﹤0.01% | 615 |
|
|
2019
Q3 | $3K | Buy |
65
+2
| +3% | +$92 | ﹤0.01% | 618 |
|
|
2019
Q2 | $3K | Buy |
63
+17
| +37% | +$810 | ﹤0.01% | 636 |
|
|
2019
Q1 | $2K | Buy |
46
+40
| +667% | +$1.74K | ﹤0.01% | 695 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 841 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 856 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 842 |
|
|
2018
Q1 | $0 | Sell |
6
-124
| -95% | – | ﹤0.01% | 788 |
|
|
2017
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 424 |
|
|
2017
Q1 | – | Sell |
-54
| Closed | -$2K | – | 612 |
|
|
2016
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 498 |
|
|
2016
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 402 |
|