J.P. Morgan Private Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,188
| Closed | -$528K | – | 1624 |
|
|
2023
Q1 | $528K | Sell |
13,188
-509
| -4% | -$20.4K | ﹤0.01% | 1455 |
|
|
2022
Q4 | $574K | Buy |
13,697
+1,279
| +10% | +$53.6K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $459K | Buy |
12,418
+6,172
| +99% | +$228K | ﹤0.01% | 1500 |
|
|
2022
Q2 | $240K | Buy |
6,246
+1,451
| +30% | +$55.8K | ﹤0.01% | 1759 |
|
|
2022
Q1 | $220K | Sell |
4,795
-1,104
| -19% | -$50.7K | ﹤0.01% | 1875 |
|
|
2021
Q4 | $245K | Buy |
+5,899
| New | +$245K | ﹤0.01% | 1836 |
|
|
2020
Q3 | – | Sell |
-6,516
| Closed | -$253K | – | 1605 |
|
|
2020
Q2 | $253K | Sell |
6,516
-1,391
| -18% | -$54K | ﹤0.01% | 1377 |
|
|
2020
Q1 | $316K | Sell |
7,907
-3,691
| -32% | -$148K | ﹤0.01% | 1113 |
|
|
2019
Q4 | $564K | Sell |
11,598
-5,558
| -32% | -$270K | ﹤0.01% | 1008 |
|
|
2019
Q3 | $827K | Buy |
17,156
+233
| +1% | +$11.2K | ﹤0.01% | 826 |
|
|
2019
Q2 | $724K | Buy |
16,923
+1,086
| +7% | +$46.5K | ﹤0.01% | 858 |
|
|
2019
Q1 | $659K | Buy |
15,837
+4,485
| +40% | +$187K | ﹤0.01% | 929 |
|
|
2018
Q4 | $426K | Sell |
11,352
-2,212
| -16% | -$83K | ﹤0.01% | 1029 |
|
|
2018
Q3 | $504K | Buy |
13,564
+111
| +0.8% | +$4.12K | ﹤0.01% | 1070 |
|
|
2018
Q2 | $483K | Sell |
13,453
-99
| -0.7% | -$3.55K | ﹤0.01% | 1017 |
|
|
2018
Q1 | $460K | Sell |
13,552
-1,007
| -7% | -$34.2K | ﹤0.01% | 895 |
|
|
2017
Q4 | $446K | Buy |
14,559
+1,301
| +10% | +$39.9K | ﹤0.01% | 906 |
|
|
2017
Q3 | $409K | Sell |
13,258
-8,365
| -39% | -$258K | ﹤0.01% | 921 |
|
|
2017
Q2 | $631K | Sell |
21,623
-1,531
| -7% | -$44.7K | ﹤0.01% | 758 |
|
|
2017
Q1 | $737K | Sell |
23,154
-1,141
| -5% | -$36.3K | 0.01% | 727 |
|
|
2016
Q4 | $753K | Sell |
24,295
-226
| -0.9% | -$7.01K | 0.01% | 683 |
|
|
2016
Q3 | $811K | Buy |
24,521
+5,245
| +27% | +$173K | 0.01% | 641 |
|
|
2016
Q2 | $673K | Buy |
19,276
+1,641
| +9% | +$57.3K | 0.01% | 687 |
|
|
2016
Q1 | $634K | Buy |
17,635
+1,381
| +8% | +$49.6K | 0.01% | 674 |
|
|
2015
Q4 | $516K | Buy |
16,254
+124
| +0.8% | +$3.94K | 0.01% | 683 |
|
|
2015
Q3 | $505K | Sell |
16,130
-1,129
| -7% | -$35.3K | 0.01% | 612 |
|
|
2015
Q2 | $562K | Buy |
17,259
+317
| +2% | +$10.3K | 0.01% | 636 |
|
|
2015
Q1 | $594K | Sell |
16,942
-3,001
| -15% | -$105K | 0.01% | 670 |
|
|
2014
Q4 | $778K | Sell |
19,943
-1,515
| -7% | -$59.1K | 0.01% | 591 |
|
|
2014
Q3 | $720K | Buy |
21,458
+2,553
| +14% | +$85.7K | 0.01% | 602 |
|
|
2014
Q2 | $656K | Sell |
18,905
-73
| -0.4% | -$2.53K | 0.01% | 499 |
|
|
2014
Q1 | $646K | Sell |
18,978
-3,286
| -15% | -$112K | 0.01% | 497 |
|
|
2013
Q4 | $734K | Sell |
22,264
-15,983
| -42% | -$527K | 0.01% | 397 |
|
|
2013
Q3 | $1.39M | Buy |
38,247
+6,891
| +22% | +$251K | 0.03% | 281 |
|
|
2013
Q2 | $1.17M | Buy |
+31,356
| New | +$1.17M | 0.03% | 299 |
|