GoalVest Advisory’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Buy |
445
+442
| +14,733% | +$17.8K | ﹤0.01% | 280 |
|
|
2025
Q1 | $121 | Buy |
+3
| New | +$121 | ﹤0.01% | 489 |
|
|
2024
Q2 | – | Sell |
-410
| Closed | -$15.8K | – | 349 |
|
|
2024
Q1 | $15.8K | Buy |
410
+170
| +71% | +$6.57K | 0.01% | 284 |
|
|
2023
Q4 | $8.8K | Buy |
240
+50
| +26% | +$1.83K | ﹤0.01% | 260 |
|
|
2023
Q3 | $6.49K | Buy |
+190
| New | +$6.49K | ﹤0.01% | 322 |
|