Gradient Investments’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,946
| Closed | -$74.5K | – | 646 |
|
|
2024
Q2 | $74.5K | Buy |
1,946
+1,756
| +924% | +$68.1K | ﹤0.01% | 438 |
|
|
2024
Q1 | $7.34K | Sell |
190
-4,984
| -96% | -$186K | ﹤0.01% | 671 |
|
|
2023
Q4 | $190K | Hold |
5,174
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $177K | Hold |
5,174
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $201K | Buy |
5,174
+58
| +1% | +$2.28K | 0.01% | 324 |
|
|
2023
Q1 | $205K | Hold |
5,116
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $215K | Hold |
5,116
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $189K | Hold |
5,116
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $196K | Sell |
5,116
-237
| -4% | -$10.1K | 0.01% | 289 |
|
|
2022
Q1 | $245K | Buy |
5,353
+237
| +5% | +$10K | 0.01% | 271 |
|
|
2021
Q4 | $213K | Buy |
5,116
+216
| +4% | +$8.33K | 0.01% | 271 |
|
|
2021
Q3 | $175K | Hold |
4,900
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $182K | Hold |
4,900
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $170K | Sell |
4,900
-416
| -8% | -$13.6K | 0.01% | 304 |
|
|
2020
Q4 | $153K | Hold |
5,316
| – | – | 0.01% | 277 |
|
|
2020
Q3 | $153K | Sell |
5,316
-379
| -7% | -$11.9K | 0.01% | 278 |
|
|
2020
Q2 | $221K | Sell |
5,695
-840
| -13% | -$34.7K | 0.01% | 235 |
|
|
2020
Q1 | $262K | Buy |
6,535
+840
| +15% | +$39K | 0.01% | 217 |
|
|
2019
Q4 | $277K | Buy |
5,695
+4,194
| +279% | +$200K | 0.01% | 238 |
|
|
2019
Q3 | $72K | Sell |
1,501
-47
| -3% | -$2.13K | ﹤0.01% | 332 |
|
|
2019
Q2 | $66K | Buy |
1,548
+937
| +153% | +$39.4K | ﹤0.01% | 350 |
|
|
2019
Q1 | $25K | Sell |
611
-70
| -10% | -$2.78K | ﹤0.01% | 420 |
|
|
2018
Q4 | $26K | Sell |
681
-283
| -29% | -$10.7K | ﹤0.01% | 425 |
|
|
2018
Q3 | $36K | Hold |
964
| – | – | ﹤0.01% | 405 |
|
|
2018
Q2 | $35K | Hold |
964
| – | – | ﹤0.01% | 388 |
|
|
2018
Q1 | $33K | Buy |
964
+28
| +3% | +$899 | ﹤0.01% | 399 |
|
|
2017
Q4 | $29K | Buy |
+936
| New | +$30.4K | ﹤0.01% | 418 |
|
|
2017
Q3 | – | Sell |
-936
| Closed | -$27K | – | 388 |
|
|
2017
Q2 | $27K | Hold |
936
| – | – | ﹤0.01% | 368 |
|
|
2017
Q1 | $30K | Hold |
936
| – | – | ﹤0.01% | 360 |
|
|
2016
Q4 | $29K | Hold |
936
| – | – | ﹤0.01% | 320 |
|
|
2016
Q3 | $31K | Buy |
936
+400
| +75% | +$13.6K | ﹤0.01% | 308 |
|
|
2016
Q2 | $19K | Hold |
536
| – | – | ﹤0.01% | 349 |
|
|
2016
Q1 | $19K | Hold |
536
| – | – | ﹤0.01% | 358 |
|
|
2015
Q4 | $17K | Hold |
536
| – | – | ﹤0.01% | 332 |
|
|
2015
Q3 | $17K | Hold |
536
| – | – | ﹤0.01% | 324 |
|
|
2015
Q2 | $17K | Hold |
536
| – | – | ﹤0.01% | 321 |
|
|
2015
Q1 | $19K | Hold |
536
| – | – | ﹤0.01% | 328 |
|
|
2014
Q4 | $21K | Hold |
536
| – | – | ﹤0.01% | 298 |
|
|
2014
Q3 | $18K | Hold |
536
| – | – | ﹤0.01% | 284 |
|
|
2014
Q2 | $19K | Buy |
+536
| New | +$18K | ﹤0.01% | 292 |
|
Other funds holding FE
