M Holdings Securities’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,401
| Closed | -$263K | – | 204 |
|
|
2015
Q3 | $263K | Buy |
8,401
+219
| +3% | +$6.86K | 0.19% | 147 |
|
|
2015
Q2 | $266K | Buy |
8,182
+215
| +3% | +$6.99K | 0.18% | 146 |
|
|
2015
Q1 | $279K | Buy |
7,967
+17
| +0.2% | +$595 | 0.18% | 144 |
|
|
2014
Q4 | $310K | Sell |
7,950
-32
| -0.4% | -$1.25K | 0.2% | 134 |
|
|
2014
Q3 | $279K | Buy |
7,982
+1,061
| +15% | +$37.1K | 0.16% | 146 |
|
|
2014
Q2 | $240K | Sell |
6,921
-1,348
| -16% | -$46.7K | 0.15% | 156 |
|
|
2014
Q1 | $281K | Buy |
8,269
+171
| +2% | +$5.81K | 0.29% | 91 |
|
|
2013
Q4 | $267K | Buy |
+8,098
| New | +$267K | 0.19% | 131 |
|