Optimum Investment Advisors’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 |
-400
| Closed | -$15K | – | 859 |
|
|
2021
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 721 |
|
|
2019
Q4 | – | Sell |
-182
| Closed | -$9K | – | 958 |
|
|
2019
Q3 | $9K | Buy |
182
+1
| +0.6% | +$49 | ﹤0.01% | 813 |
|
|
2019
Q2 | $8K | Buy |
181
+2
| +1% | +$88 | ﹤0.01% | 808 |
|
|
2019
Q1 | $7K | Buy |
179
+1
| +0.6% | +$39 | ﹤0.01% | 852 |
|
|
2018
Q4 | $7K | Buy |
178
+2
| +1% | +$79 | ﹤0.01% | 804 |
|
|
2018
Q3 | $7K | Buy |
176
+2
| +1% | +$80 | ﹤0.01% | 887 |
|
|
2018
Q2 | $6K | Buy |
174
+1
| +0.6% | +$34 | ﹤0.01% | 910 |
|
|
2018
Q1 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 875 |
|
|
2015
Q1 | $5K | Buy |
151
+2
| +1% | +$66 | ﹤0.01% | 880 |
|
|
2014
Q4 | $6K | Sell |
149
-499
| -77% | -$20.1K | ﹤0.01% | 897 |
|
|
2014
Q3 | $22K | Buy |
648
+2
| +0.3% | +$68 | 0.01% | 623 |
|
|
2014
Q2 | $22K | Buy |
646
+1
| +0.2% | +$34 | 0.01% | 641 |
|
|
2014
Q1 | $22K | Buy |
645
+2
| +0.3% | +$68 | 0.01% | 500 |
|
|
2013
Q4 | $21K | Sell |
643
-498
| -44% | -$16.3K | 0.01% | 507 |
|
|
2013
Q3 | $42K | Buy |
+1,141
| New | +$42K | 0.02% | 395 |
|