Horan Securities’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,004
| Closed | -$39K | – | 284 |
|
|
2023
Q2 | $39K | Buy |
1,004
+3
| +0.3% | +$117 | 0.02% | 260 |
|
|
2023
Q1 | $40.1K | Buy |
1,001
+3
| +0.3% | +$120 | 0.02% | 238 |
|
|
2022
Q4 | $41.8K | Buy |
998
+3
| +0.3% | +$126 | 0.02% | 226 |
|
|
2022
Q3 | $37K | Buy |
995
+495
| +99% | +$18.4K | 0.02% | 212 |
|
|
2022
Q2 | $19K | Hold |
500
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $23K | Hold |
500
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 238 |
|
|
2021
Q2 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 389 |
|
|
2019
Q4 | – | Sell |
-659
| Closed | -$32K | – | 93 |
|
|
2019
Q3 | $32K | Hold |
659
| – | – | 0.04% | 98 |
|
|
2019
Q2 | $28K | Buy |
+659
| New | +$28K | 0.03% | 102 |
|