JPLA
Joseph P. Lucia & Associates’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-413
| Closed | -$16K | – | 217 |
|
|
2022
Q2 | $16K | Hold |
413
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $19K | Buy |
+413
| New | +$19K | 0.01% | 267 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$7K | – | 266 |
|
|
2021
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 376 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$16K | – | 205 |
|
|
2020
Q2 | $16K | Hold |
400
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $16K | Hold |
400
| – | – | 0.02% | 241 |
|
|
2019
Q4 | $19K | Hold |
400
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $19K | Hold |
400
| – | – | 0.02% | 247 |
|
|
2019
Q2 | $17K | Sell |
400
-7,684
| -95% | -$327K | 0.02% | 257 |
|
|
2019
Q1 | $200 | Buy |
+8,084
| New | +$200 | 0.01% | 218 |
|