Harvest Group Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-427
| Closed | -$13K | – | 257 |
|
|
2020
Q4 | $13K | Hold |
427
| – | – | 0.01% | 203 |
|
|
2020
Q3 | $12K | Hold |
427
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $16K | Hold |
427
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $17K | Hold |
427
| – | – | 0.02% | 150 |
|
|
2019
Q4 | $20K | Buy |
427
+2
| +0.5% | +$94 | 0.02% | 156 |
|
|
2019
Q3 | $20K | Buy |
425
+3
| +0.7% | +$141 | 0.02% | 157 |
|
|
2019
Q2 | $18K | Buy |
422
+2
| +0.5% | +$85 | 0.02% | 163 |
|
|
2019
Q1 | $17K | Buy |
+420
| New | +$17K | 0.02% | 177 |
|