Lake Point Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7K | Buy |
175
+75
| +75% | +$3K | ﹤0.01% | 188 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 275 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 268 |
|
|
2019
Q2 | $29K | Hold |
673
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $29K | Hold |
673
| – | – | 0.01% | 205 |
|
|
2018
Q4 | $25K | Buy |
+673
| New | +$25K | 0.01% | 325 |
|