Pointe Capital Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-996
| Closed | -$39.9K | – | 237 |
|
|
2023
Q1 | $39.9K | Sell |
996
-6,088
| -86% | -$244K | 0.03% | 247 |
|
|
2022
Q4 | $297K | Sell |
7,084
-3,129
| -31% | -$131K | 0.23% | 114 |
|
|
2022
Q3 | $378K | Buy |
10,213
+159
| +2% | +$5.89K | 0.3% | 87 |
|
|
2022
Q2 | $386K | Hold |
10,054
| – | – | 0.29% | 88 |
|
|
2022
Q1 | $461K | Buy |
10,054
+692
| +7% | +$31.7K | 0.29% | 92 |
|
|
2021
Q4 | $389K | Buy |
9,362
+2,576
| +38% | +$107K | 0.24% | 106 |
|
|
2021
Q3 | $242K | Buy |
+6,786
| New | +$242K | 0.17% | 126 |
|