Laird Norton Wetherby Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Sell |
5,745
-367
| -6% | -$14.6K | 0.01% | 795 |
|
|
2024
Q3 | $271K | Buy |
6,112
+95
| +2% | +$4.21K | 0.01% | 765 |
|
|
2024
Q2 | $230K | Sell |
6,017
-556
| -8% | -$21.3K | 0.01% | 793 |
|
|
2024
Q1 | $254K | Sell |
6,573
-910
| -12% | -$35.1K | 0.01% | 790 |
|
|
2023
Q4 | $274K | Buy |
+7,483
| New | +$274K | 0.01% | 750 |
|
|
2023
Q3 | – | Sell |
-5,305
| Closed | -$206K | – | 914 |
|
|
2023
Q2 | $206K | Buy |
+5,305
| New | +$206K | 0.01% | 836 |
|
|
2020
Q3 | – | Sell |
-5,183
| Closed | -$201K | – | 733 |
|
|
2020
Q2 | $201K | Buy |
5,183
+46
| +0.9% | +$1.78K | 0.02% | 646 |
|
|
2020
Q1 | $206K | Sell |
5,137
-70
| -1% | -$2.81K | 0.02% | 566 |
|
|
2019
Q4 | $253K | Buy |
5,207
+14
| +0.3% | +$680 | 0.02% | 588 |
|
|
2019
Q3 | $250K | Buy |
5,193
+77
| +2% | +$3.71K | 0.03% | 597 |
|
|
2019
Q2 | $219K | Buy |
+5,116
| New | +$219K | 0.02% | 625 |
|