PVWM
Point View Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.67M | Buy |
54,666
+272
| +0.5% | +$8.32K | 0.68% | 44 |
|
|
2020
Q3 | $1.56M | Buy |
54,394
+8,677
| +19% | +$249K | 0.74% | 37 |
|
|
2020
Q2 | $1.77M | Sell |
45,717
-1,706
| -4% | -$66.2K | 0.85% | 29 |
|
|
2020
Q1 | $1.9M | Sell |
47,423
-1,222
| -3% | -$49K | 1.04% | 19 |
|
|
2019
Q4 | $2.36M | Sell |
48,645
-943
| -2% | -$45.8K | 0.98% | 20 |
|
|
2019
Q3 | $2.39M | Sell |
49,588
-4,915
| -9% | -$237K | 1.08% | 16 |
|
|
2019
Q2 | $2.33M | Sell |
54,503
-910
| -2% | -$39K | 0.99% | 20 |
|
|
2019
Q1 | $2.31M | Sell |
55,413
-848
| -2% | -$35.3K | 1.03% | 22 |
|
|
2018
Q4 | $2.11M | Sell |
56,261
-1,168
| -2% | -$43.9K | 1.07% | 16 |
|
|
2018
Q3 | $2.14M | Buy |
57,429
+1,235
| +2% | +$45.9K | 0.95% | 23 |
|
|
2018
Q2 | $2.02M | Sell |
56,194
-915
| -2% | -$32.9K | 0.94% | 26 |
|
|
2018
Q1 | $1.94M | Sell |
57,109
-600
| -1% | -$20.4K | 0.93% | 26 |
|
|
2017
Q4 | $1.77M | Sell |
57,709
-910
| -2% | -$27.9K | 0.84% | 31 |
|
|
2017
Q3 | $1.81M | Buy |
58,619
+391
| +0.7% | +$12.1K | 0.87% | 29 |
|
|
2017
Q2 | $1.7M | Buy |
58,228
+5,586
| +11% | +$163K | 0.84% | 28 |
|
|
2017
Q1 | $1.68M | Buy |
52,642
+10,133
| +24% | +$322K | 0.86% | 26 |
|
|
2016
Q4 | $1.32M | Sell |
42,509
-2,974
| -7% | -$92.1K | 0.76% | 34 |
|
|
2016
Q3 | $1.51M | Buy |
45,483
+667
| +1% | +$22.1K | 0.89% | 25 |
|
|
2016
Q2 | $1.57M | Sell |
44,816
-501
| -1% | -$17.5K | 0.95% | 23 |
|
|
2016
Q1 | $1.63M | Buy |
45,317
+7,375
| +19% | +$265K | 1.05% | 19 |
|
|
2015
Q4 | $1.2M | Buy |
37,942
+2,608
| +7% | +$82.8K | 0.87% | 29 |
|
|
2015
Q3 | $1.11M | Buy |
35,334
+1,953
| +6% | +$61.1K | 0.88% | 31 |
|
|
2015
Q2 | $1.09M | Buy |
33,381
+138
| +0.4% | +$4.49K | 0.84% | 34 |
|
|
2015
Q1 | $1.17M | Buy |
33,243
+26
| +0.1% | +$912 | 0.9% | 33 |
|
|
2014
Q4 | $1.3M | Buy |
33,217
+2,959
| +10% | +$115K | 0.96% | 30 |
|
|
2014
Q3 | $1.02M | Buy |
30,258
+10,239
| +51% | +$344K | 0.86% | 32 |
|
|
2014
Q2 | $695K | Buy |
20,019
+3,669
| +22% | +$127K | 0.6% | 53 |
|
|
2014
Q1 | $556K | Buy |
16,350
+7,944
| +95% | +$270K | 0.51% | 71 |
|
|
2013
Q4 | $277K | Buy |
+8,406
| New | +$277K | 0.26% | 130 |
|