Personal CFO Solutions’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,425
| Closed | -$356K | – | 525 |
|
2023
Q3 | $356K | Buy |
10,425
+445
| +4% | +$15.2K | 0.07% | 282 |
|
2023
Q2 | $388K | Sell |
9,980
-4,273
| -30% | -$166K | 0.08% | 265 |
|
2023
Q1 | $571K | Buy |
14,253
+4,554
| +47% | +$182K | 0.12% | 171 |
|
2022
Q4 | $407K | Buy |
9,699
+370
| +4% | +$15.5K | 0.09% | 222 |
|
2022
Q3 | $345K | Buy |
+9,329
| New | +$345K | 0.09% | 225 |
|
2022
Q2 | – | Sell |
-9,483
| Closed | -$435K | – | 456 |
|
2022
Q1 | $435K | Buy |
9,483
+1,974
| +26% | +$90.6K | 0.09% | 223 |
|
2021
Q4 | $312K | Buy |
+7,509
| New | +$312K | 0.06% | 309 |
|