Icon Wealth Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,505
| Closed | -$485K | – | 283 |
|
|
2020
Q2 | $485K | Buy |
+12,505
| New | +$485K | 0.12% | 131 |
|
|
2019
Q2 | – | Sell |
-1,075
| Closed | -$45K | – | 368 |
|
|
2019
Q1 | $45K | Buy |
+1,075
| New | +$45K | 0.02% | 374 |
|
|
2018
Q3 | – | Sell |
-1,367
| Closed | -$49K | – | 415 |
|
|
2018
Q2 | $49K | Buy |
+1,367
| New | +$49K | 0.02% | 387 |
|
|
2018
Q1 | – | Sell |
-1,999
| Closed | -$61K | – | 417 |
|
|
2017
Q4 | $61K | Buy |
+1,999
| New | +$61K | 0.03% | 363 |
|