Pathstone Family Office’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $561K | Buy |
+16,427
| New | +$561K | ﹤0.01% | 983 |
|
|
2023
Q1 | – | Sell |
-22,046
| Closed | -$638K | – | 1305 |
|
|
2022
Q4 | $638K | Buy |
22,046
+11,911
| +118% | +$345K | 0.01% | 988 |
|
|
2022
Q3 | $376K | Buy |
+10,135
| New | +$376K | ﹤0.01% | 1167 |
|
|
2021
Q1 | – | Sell |
-2,771
| Closed | -$85K | – | 876 |
|
|
2020
Q4 | $85K | Buy |
+2,771
| New | +$85K | ﹤0.01% | 416 |
|