Integrated Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-180
| Closed | -$6K | – | 494 |
|
|
2016
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 863 |
|
|
2016
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 870 |
|
|
2016
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 810 |
|
|
2015
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 884 |
|
|
2015
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 888 |
|
|
2015
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 905 |
|
|
2015
Q1 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 888 |
|