JIC
Joel Isaacson & Co’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25,667
| Closed | -$954K | – | 236 |
|
|
2018
Q3 | $954K | Hold |
25,667
| – | – | 0.15% | 69 |
|
|
2018
Q2 | $922K | Hold |
25,667
| – | – | 0.15% | 70 |
|
|
2018
Q1 | $873K | Hold |
25,667
| – | – | 0.15% | 71 |
|
|
2017
Q4 | $786K | Hold |
25,667
| – | – | 0.14% | 78 |
|
|
2017
Q3 | $791K | Hold |
25,667
| – | – | 0.14% | 73 |
|
|
2017
Q2 | $748K | Buy |
25,667
+10,000
| +64% | +$291K | 0.14% | 69 |
|
|
2017
Q1 | $499K | Buy |
15,667
+15,000
| +2,249% | +$478K | 0.1% | 92 |
|
|
2016
Q4 | $21K | Sell |
667
-20,000
| -97% | -$630K | ﹤0.01% | 422 |
|
|
2016
Q3 | $684K | Hold |
20,667
| – | – | 0.14% | 70 |
|
|
2016
Q2 | $721K | Sell |
20,667
-333
| -2% | -$11.6K | 0.15% | 66 |
|
|
2016
Q1 | $755K | Buy |
21,000
+20,000
| +2,000% | +$719K | 0.17% | 62 |
|
|
2015
Q4 | $32K | Hold |
1,000
| – | – | 0.01% | 393 |
|
|
2015
Q3 | $31K | Hold |
1,000
| – | – | 0.01% | 403 |
|
|
2015
Q2 | $33K | Hold |
1,000
| – | – | 0.01% | 420 |
|
|
2015
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 407 |
|
|
2014
Q4 | $39K | Sell |
1,000
-792
| -44% | -$30.9K | 0.01% | 360 |
|
|
2014
Q3 | $60K | Hold |
1,792
| – | – | 0.02% | 276 |
|
|
2014
Q2 | $62K | Hold |
1,792
| – | – | 0.02% | 273 |
|
|
2014
Q1 | $61K | Hold |
1,792
| – | – | 0.02% | 263 |
|
|
2013
Q4 | $59K | Hold |
1,792
| – | – | 0.02% | 246 |
|
|
2013
Q3 | $65K | Hold |
1,792
| – | – | 0.03% | 225 |
|
|
2013
Q2 | $67K | Buy |
+1,792
| New | +$67K | 0.03% | 195 |
|