Insight Wealth Strategies’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34,572
| Closed | -$1.33M | – | 141 |
|
|
2022
Q3 | $1.33M | Hold |
34,572
| – | – | 0.25% | 71 |
|
|
2022
Q2 | $1.33M | Buy |
34,572
+2,578
| +8% | +$99K | 0.25% | 71 |
|
|
2022
Q1 | $1.47M | Sell |
31,994
-4,648
| -13% | -$213K | 0.22% | 77 |
|
|
2021
Q4 | $1.52M | Buy |
36,642
+5,414
| +17% | +$225K | 0.22% | 69 |
|
|
2021
Q3 | $1.11M | Buy |
31,228
+1,752
| +6% | +$62.4K | 0.16% | 89 |
|
|
2021
Q2 | $1.1M | Sell |
29,476
-1,168
| -4% | -$43.5K | 0.16% | 84 |
|
|
2021
Q1 | $1.06M | Buy |
30,644
+19,008
| +163% | +$659K | 0.14% | 99 |
|
|
2020
Q4 | $356K | Buy |
11,636
+1,453
| +14% | +$44.5K | 0.06% | 143 |
|
|
2020
Q3 | $292K | Buy |
+10,183
| New | +$292K | 0.05% | 146 |
|
|
2020
Q1 | – | Sell |
-11,318
| Closed | -$550K | – | 167 |
|
|
2019
Q4 | $550K | Sell |
11,318
-42
| -0.4% | -$2.04K | 0.12% | 117 |
|
|
2019
Q3 | $548K | Buy |
11,360
+700
| +7% | +$33.8K | 0.13% | 108 |
|
|
2019
Q2 | $456K | Buy |
10,660
+123
| +1% | +$5.26K | 0.11% | 110 |
|
|
2019
Q1 | $438K | Buy |
10,537
+196
| +2% | +$8.15K | 0.12% | 102 |
|
|
2018
Q4 | $388K | Buy |
+10,341
| New | +$388K | 0.12% | 101 |
|