Great Valley Advisor Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,802
| Closed | -$266K | – | 689 |
|
|
2022
Q1 | $266K | Buy |
5,802
+521
| +10% | +$23.9K | 0.02% | 512 |
|
|
2021
Q4 | $220K | Buy |
+5,281
| New | +$220K | 0.01% | 557 |
|
|
2020
Q2 | – | Sell |
-5,198
| Closed | -$208K | – | 419 |
|
|
2020
Q1 | $208K | Buy |
5,198
+149
| +3% | +$5.96K | 0.06% | 282 |
|
|
2019
Q4 | $245K | Buy |
5,049
+55
| +1% | +$2.67K | 0.05% | 313 |
|
|
2019
Q3 | $241K | Buy |
4,994
+6
| +0.1% | +$290 | 0.06% | 299 |
|
|
2019
Q2 | $214K | Buy |
4,988
+6
| +0.1% | +$257 | 0.05% | 314 |
|
|
2019
Q1 | $207K | Buy |
+4,982
| New | +$207K | 0.07% | 281 |
|