Kanaly Trust’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $37K | Buy |
1,187
+93
| +9% | +$2.9K | 0.01% | 322 |
|
2016
Q3 | $36K | Buy |
1,094
+7
| +0.6% | +$230 | 0.01% | 323 |
|
2016
Q2 | $38K | Buy |
1,087
+34
| +3% | +$1.19K | 0.01% | 323 |
|
2016
Q1 | $38K | Buy |
1,053
+174
| +20% | +$6.28K | 0.01% | 318 |
|
2015
Q4 | $28K | Sell |
879
-10
| -1% | -$319 | 0.01% | 370 |
|
2015
Q3 | $28K | Sell |
889
-231
| -21% | -$7.28K | 0.01% | 382 |
|
2015
Q2 | $36K | Sell |
1,120
-616
| -35% | -$19.8K | 0.01% | 360 |
|
2015
Q1 | $61K | Buy |
1,736
+210
| +14% | +$7.38K | 0.01% | 262 |
|
2014
Q4 | $59K | Buy |
1,526
+196
| +15% | +$7.58K | 0.01% | 280 |
|
2014
Q3 | $45K | Hold |
1,330
| – | – | 0.01% | 304 |
|
2014
Q2 | $46K | Hold |
1,330
| – | – | 0.01% | 318 |
|
2014
Q1 | $45K | Hold |
1,330
| – | – | 0.01% | 311 |
|
2013
Q4 | $44K | Buy |
+1,330
| New | +$44K | 0.01% | 313 |
|