Measured Wealth Private Client Group’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,262
Closed -$345K 163
2021
Q2
$345K Buy
9,262
+2,789
+43% +$104K 0.11% 122
2021
Q1
$225K Buy
+6,473
New +$225K 0.08% 143
2018
Q4
Sell
-284
Closed -$10K 301
2018
Q3
$10K Buy
+284
New +$10K 0.01% 614