Koss-Olinger Consulting’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-8,404
| Closed | -$311K | – | 247 |
|
2022
Q3 | $311K | Sell |
8,404
-1,720
| -17% | -$63.7K | 0.05% | 146 |
|
2022
Q2 | $389K | Sell |
10,124
-3,268
| -24% | -$126K | 0.07% | 105 |
|
2022
Q1 | $614K | Sell |
13,392
-1,544
| -10% | -$70.8K | 0.1% | 89 |
|
2021
Q4 | $621K | Sell |
14,936
-5,412
| -27% | -$225K | 0.1% | 87 |
|
2021
Q3 | $725K | Sell |
20,348
-8,181
| -29% | -$291K | 0.12% | 86 |
|
2021
Q2 | $1.06M | Buy |
28,529
+1,989
| +7% | +$74K | 0.16% | 77 |
|
2021
Q1 | $921K | Buy |
+26,540
| New | +$921K | 0.16% | 80 |
|