Pinnacle Wealth Planning Services’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 |
-5,103
| Closed | -$226K | – | 450 |
|
|
2024
Q3 | $226K | Buy |
+5,103
| New | +$226K | 0.03% | 416 |
|
|
2023
Q2 | – | Sell |
-8,920
| Closed | -$357K | – | 479 |
|
|
2023
Q1 | $357K | Buy |
8,920
+76
| +0.9% | +$3.05K | 0.06% | 234 |
|
|
2022
Q4 | $371K | Buy |
8,844
+2,129
| +32% | +$89.3K | 0.07% | 217 |
|
|
2022
Q3 | $248K | Buy |
+6,715
| New | +$248K | 0.05% | 275 |
|
|
2021
Q1 | – | Sell |
-126
| Closed | -$4K | – | 898 |
|
|
2020
Q4 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 1719 |
|