Next Financial Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3K | Sell |
68
-173
| -72% | -$7.63K | ﹤0.01% | 2526 |
|
|
2021
Q3 | $8K | Buy |
241
+173
| +254% | +$5.74K | ﹤0.01% | 2089 |
|
|
2021
Q2 | $2K | Sell |
68
-5
| -7% | -$147 | ﹤0.01% | 2402 |
|
|
2021
Q1 | $3K | Sell |
73
-25
| -26% | -$1.03K | ﹤0.01% | 2215 |
|
|
2020
Q4 | $3K | Sell |
98
-578
| -86% | -$17.7K | ﹤0.01% | 2090 |
|
|
2020
Q3 | $19K | Buy |
+676
| New | +$19K | ﹤0.01% | 1421 |
|
|
2020
Q2 | – | Sell |
-1,114
| Closed | -$45K | – | 1027 |
|
|
2020
Q1 | $45K | Sell |
1,114
-146
| -12% | -$5.9K | 0.01% | 1020 |
|
|
2019
Q4 | $61K | Sell |
1,260
-134
| -10% | -$6.49K | 0.01% | 1111 |
|
|
2019
Q3 | $67K | Buy |
1,394
+135
| +11% | +$6.49K | 0.01% | 1043 |
|
|
2019
Q2 | $54K | Sell |
1,259
-3,586
| -74% | -$154K | 0.01% | 1136 |
|
|
2019
Q1 | $202K | Buy |
4,845
+2,277
| +89% | +$94.9K | 0.05% | 358 |
|
|
2018
Q4 | $96K | Buy |
2,568
+2,406
| +1,485% | +$89.9K | 0.02% | 602 |
|
|
2018
Q3 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 1124 |
|
|
2017
Q4 | – | Sell |
-332
| Closed | -$11K | – | 622 |
|
|
2017
Q3 | $11K | Sell |
332
-68
| -17% | -$2.25K | ﹤0.01% | 1166 |
|
|
2017
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q1 | $12K | Sell |
400
-634
| -61% | -$19K | ﹤0.01% | 1207 |
|
|
2016
Q4 | $32K | Hold |
1,034
| – | – | 0.01% | 1138 |
|
|
2016
Q3 | $34K | Buy |
1,034
+634
| +159% | +$20.8K | 0.01% | 1108 |
|
|
2016
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 1116 |
|
|
2016
Q1 | $14K | Sell |
400
-2,786
| -87% | -$97.5K | ﹤0.01% | 1052 |
|
|
2015
Q4 | $101K | Buy |
3,186
+195
| +7% | +$6.18K | 0.04% | 418 |
|
|
2015
Q3 | $93K | Buy |
2,991
+203
| +7% | +$6.31K | 0.03% | 449 |
|
|
2015
Q2 | $90K | Buy |
2,788
+2
| +0.1% | +$65 | 0.03% | 499 |
|
|
2015
Q1 | $97K | Sell |
2,786
-498
| -15% | -$17.3K | 0.03% | 473 |
|
|
2014
Q4 | $128K | Sell |
3,284
-982
| -23% | -$38.3K | 0.04% | 387 |
|
|
2014
Q3 | $143K | Sell |
4,266
-23
| -0.5% | -$771 | 0.03% | 550 |
|
|
2014
Q2 | $139K | Buy |
+4,289
| New | +$139K | 0.07% | 195 |
|