IMA Advisory Services’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 |
-5,000
| Closed | -$194K | – | 298 |
|
|
2020
Q2 | $194K | Hold |
5,000
| – | – | 0.07% | 113 |
|
|
2020
Q1 | $200K | Hold |
5,000
| – | – | 0.09% | 104 |
|
|
2019
Q4 | $243K | Hold |
5,000
| – | – | 0.09% | 98 |
|
|
2019
Q3 | $241K | Hold |
5,000
| – | – | 0.09% | 101 |
|
|
2019
Q2 | $214K | Hold |
5,000
| – | – | 0.08% | 103 |
|
|
2019
Q1 | $208K | Hold |
5,000
| – | – | 0.08% | 101 |
|
|
2018
Q4 | $188K | Hold |
5,000
| – | – | 0.09% | 105 |
|
|
2018
Q3 | $186K | Hold |
5,000
| – | – | 0.07% | 110 |
|
|
2018
Q2 | $180K | Buy |
+5,000
| New | +$180K | 0.08% | 113 |
|
|
2015
Q3 | – | Sell |
-5,000
| Closed | -$163K | – | 137 |
|
|
2015
Q2 | $163K | Buy |
+5,000
| New | +$163K | 0.08% | 150 |
|