JIR
James Investment Research’s FirstEnergy FE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,859
| Closed | -$85K | – | 529 |
|
2022
Q1 | $85K | Buy |
+1,859
| New | +$85K | 0.01% | 326 |
|
2020
Q3 | – | Sell |
-62,173
| Closed | -$2.41M | – | 488 |
|
2020
Q2 | $2.41M | Sell |
62,173
-21,400
| -26% | -$830K | 0.23% | 103 |
|
2020
Q1 | $3.35M | Sell |
83,573
-1,912
| -2% | -$76.6K | 0.35% | 83 |
|
2019
Q4 | $4.15M | Buy |
85,485
+34,812
| +69% | +$1.69M | 0.29% | 104 |
|
2019
Q3 | $2.44M | Buy |
50,673
+5,000
| +11% | +$241K | 0.18% | 124 |
|
2019
Q2 | $1.96M | Sell |
45,673
-1,770
| -4% | -$75.8K | 0.14% | 127 |
|
2019
Q1 | $1.97M | Sell |
47,443
-24,275
| -34% | -$1.01M | 0.13% | 134 |
|
2018
Q4 | $2.69M | Buy |
71,718
+13,043
| +22% | +$490K | 0.17% | 124 |
|
2018
Q3 | $2.18M | Hold |
58,675
| – | – | 0.09% | 285 |
|
2018
Q2 | $2.11M | Buy |
+58,675
| New | +$2.11M | 0.08% | 305 |
|
2018
Q1 | – | Sell |
-50,900
| Closed | -$1.56M | – | 804 |
|
2017
Q4 | $1.56M | Buy |
+50,900
| New | +$1.56M | 0.05% | 432 |
|
2014
Q1 | – | Sell |
-1,350
| Closed | -$45K | – | 527 |
|
2013
Q4 | $45K | Sell |
1,350
-1,200
| -47% | -$40K | ﹤0.01% | 376 |
|
2013
Q3 | $93K | Hold |
2,550
| – | – | ﹤0.01% | 341 |
|
2013
Q2 | $95K | Buy |
+2,550
| New | +$95K | ﹤0.01% | 339 |
|