Liberty Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 885 |
|
|
2020
Q2 | $1K | Sell |
20
-7
| -26% | -$350 | ﹤0.01% | 781 |
|
|
2020
Q1 | $1K | Sell |
27
-11
| -29% | -$407 | ﹤0.01% | 795 |
|
|
2019
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 766 |
|
|
2019
Q3 | $2K | Sell |
38
-10,098
| -100% | -$531K | ﹤0.01% | 737 |
|
|
2019
Q2 | $434K | Buy |
10,136
+10,112
| +42,133% | +$433K | 0.38% | 56 |
|
|
2019
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 763 |
|
|
2018
Q4 | $0 | Buy |
+24
| New | – | ﹤0.01% | 765 |
|