Integrated Wealth Concepts’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
8,698
+1,544
| +22% | +$62.2K | ﹤0.01% | 1477 |
|
|
2025
Q1 | $289K | Buy |
+7,154
| New | +$289K | ﹤0.01% | 1423 |
|
|
2024
Q4 | – | Sell |
-7,711
| Closed | -$342K | – | 1743 |
|
|
2024
Q3 | $342K | Buy |
7,711
+970
| +14% | +$43K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $258K | Buy |
6,741
+386
| +6% | +$14.8K | ﹤0.01% | 1398 |
|
|
2024
Q1 | $245K | Buy |
6,355
+382
| +6% | +$14.8K | ﹤0.01% | 1425 |
|
|
2023
Q4 | $219K | Buy |
5,973
+70
| +1% | +$2.57K | ﹤0.01% | 1424 |
|
|
2023
Q3 | $202K | Buy |
5,903
+84
| +1% | +$2.87K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $226K | Buy |
5,819
+808
| +16% | +$31.4K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $201K | Buy |
+5,011
| New | +$201K | ﹤0.01% | 1220 |
|