Marks Group 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 | – | Sell |
-27,879
| Closed | -$1.28M | – | 297 |
|
|
2022
Q1 | $1.28M | Buy |
27,879
+6,339
| +29% | +$291K | 0.16% | 141 |
|
|
2021
Q4 | $898K | Buy |
21,540
+4,527
| +27% | +$189K | 0.11% | 185 |
|
|
2021
Q3 | $612K | Buy |
17,013
+456
| +3% | +$16.4K | 0.08% | 187 |
|
|
2021
Q2 | $615K | Buy |
16,557
+777
| +5% | +$28.9K | 0.08% | 166 |
|
|
2021
Q1 | $550K | Buy |
15,780
+3,620
| +30% | +$126K | 0.08% | 170 |
|
|
2020
Q4 | $372K | Sell |
12,160
-1,666
| -12% | -$51K | 0.06% | 191 |
|
|
2020
Q3 | $397K | Buy |
13,826
+998
| +8% | +$28.7K | 0.07% | 183 |
|
|
2020
Q2 | $501K | Buy |
+12,828
| New | +$501K | 0.1% | 161 |
|