Lucus Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $235K | Sell |
6,918
-4,079
| -37% | -$139K | 0.41% | 37 |
|
|
2017
Q4 | $337K | Sell |
10,997
-569
| -5% | -$17.4K | 0.49% | 67 |
|
|
2017
Q3 | $357K | Buy |
+11,566
| New | +$357K | 0.5% | 14 |
|
|
2016
Q4 | – | Sell |
-11,810
| Closed | -$391K | – | 84 |
|
|
2016
Q3 | $391K | Buy |
11,810
+1,782
| +18% | +$59K | 0.34% | 165 |
|
|
2016
Q2 | $350K | Buy |
+10,028
| New | +$350K | 0.29% | 106 |
|