Penn Mutual Asset Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,760
| Closed | -$255K | – | 71 |
|
|
2024
Q3 | $255K | Hold |
5,760
| – | – | 0.51% | 51 |
|
|
2024
Q2 | $220K | Hold |
5,760
| – | – | 0.47% | 59 |
|
|
2024
Q1 | $222K | Hold |
5,760
| – | – | 0.47% | 54 |
|
|
2023
Q4 | $211K | Buy |
+5,760
| New | +$211K | 0.16% | 70 |
|
|
2023
Q3 | – | Sell |
-5,760
| Closed | -$224K | – | 72 |
|
|
2023
Q2 | $224K | Buy |
+5,760
| New | +$224K | 0.2% | 62 |
|