Prospera Financial Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,321
| Closed | -$493K | – | 917 |
|
|
2022
Q3 | $493K | Buy |
+13,321
| New | +$493K | 0.03% | 524 |
|
|
2022
Q2 | – | Sell |
-555
| Closed | -$25K | – | 1938 |
|
|
2022
Q1 | $25K | Buy |
+555
| New | +$25K | ﹤0.01% | 1646 |
|
|
2020
Q4 | – | Sell |
-615
| Closed | -$18K | – | 954 |
|
|
2020
Q3 | $18K | Buy |
+615
| New | +$18K | 0.01% | 925 |
|
|
2019
Q4 | – | Sell |
-48,566
| Closed | -$2.34M | – | 611 |
|
|
2019
Q3 | $2.34M | Buy |
48,566
+1,781
| +4% | +$85.9K | 0.24% | 85 |
|
|
2019
Q2 | $2.01M | Buy |
+46,785
| New | +$2.01M | 0.23% | 94 |
|
|
2015
Q4 | – | Sell |
-7,618
| Closed | -$239K | – | 310 |
|
|
2015
Q3 | $239K | Sell |
7,618
-9,606
| -56% | -$301K | 0.06% | 222 |
|
|
2015
Q2 | $561K | Buy |
+17,224
| New | +$561K | 0.13% | 116 |
|