Klingman & Associates’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-333
| Closed | -$11K | – | 176 |
|
|
2016
Q3 | $11K | Hold |
333
| – | – | ﹤0.01% | 289 |
|
|
2016
Q2 | $12K | Hold |
333
| – | – | ﹤0.01% | 293 |
|
|
2016
Q1 | $12K | Hold |
333
| – | – | ﹤0.01% | 290 |
|
|
2015
Q4 | $11K | Hold |
333
| – | – | ﹤0.01% | 298 |
|
|
2015
Q3 | $10K | Hold |
333
| – | – | ﹤0.01% | 303 |
|
|
2015
Q2 | $11K | Hold |
333
| – | – | ﹤0.01% | 301 |
|
|
2015
Q1 | $12K | Hold |
333
| – | – | ﹤0.01% | 266 |
|
|
2014
Q4 | $12K | Buy |
+333
| New | +$12K | 0.01% | 276 |
|