JNBA Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50
| Closed | -$1.71K | – | 723 |
|
|
2023
Q3 | $1.71K | Sell |
50
-50
| -50% | -$1.71K | ﹤0.01% | 636 |
|
|
2023
Q2 | $3.89K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $4.01K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $4.19K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 543 |
|
|
2022
Q2 | $4K | Sell |
100
-29
| -22% | -$1.16K | ﹤0.01% | 580 |
|
|
2022
Q1 | $6K | Buy |
129
+29
| +29% | +$1.35K | ﹤0.01% | 542 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 564 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 567 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 523 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 441 |
|
|
2016
Q4 | – | Sell |
-311
| Closed | -$10K | – | 773 |
|
|
2016
Q3 | $10K | Buy |
+311
| New | +$10K | ﹤0.01% | 1014 |
|
|
2015
Q3 | – | Sell |
-450
| Closed | -$15K | – | 533 |
|
|
2015
Q2 | $15K | Hold |
450
| – | – | 0.01% | 314 |
|
|
2015
Q1 | $16K | Sell |
450
-750
| -63% | -$26.7K | 0.01% | 314 |
|
|
2014
Q4 | $47K | Sell |
1,200
-400
| -25% | -$15.7K | 0.02% | 197 |
|
|
2014
Q3 | $54K | Hold |
1,600
| – | – | 0.02% | 182 |
|
|
2014
Q2 | $56K | Hold |
1,600
| – | – | 0.03% | 170 |
|
|
2014
Q1 | $54K | Buy |
+1,600
| New | +$54K | 0.03% | 163 |
|