Pure Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-15,165
| Closed | -$580K | – | 332 |
|
2024
Q2 | $580K | Buy |
15,165
+38
| +0.3% | +$1.45K | 0.02% | 189 |
|
2024
Q1 | $584K | Sell |
15,127
-1,264
| -8% | -$48.8K | 0.02% | 181 |
|
2023
Q4 | $601K | Buy |
16,391
+1,311
| +9% | +$48.1K | 0.02% | 173 |
|
2023
Q3 | $515K | Hold |
15,080
| – | – | 0.02% | 172 |
|
2023
Q2 | $586K | Hold |
15,080
| – | – | 0.02% | 153 |
|
2023
Q1 | $604K | Hold |
15,080
| – | – | 0.03% | 153 |
|
2022
Q4 | $632K | Sell |
15,080
-223
| -1% | -$9.35K | 0.03% | 140 |
|
2022
Q3 | $566K | Sell |
15,303
-942
| -6% | -$34.8K | 0.03% | 141 |
|
2022
Q2 | $624K | Buy |
16,245
+350
| +2% | +$13.4K | 0.04% | 136 |
|
2022
Q1 | $729K | Buy |
15,895
+1
| +0% | +$46 | 0.03% | 127 |
|
2021
Q4 | $661K | Buy |
15,894
+344
| +2% | +$14.3K | 0.03% | 123 |
|
2021
Q3 | $554K | Buy |
15,550
+442
| +3% | +$15.7K | 0.04% | 124 |
|
2021
Q2 | $562K | Buy |
15,108
+50
| +0.3% | +$1.86K | 0.05% | 128 |
|
2021
Q1 | $522K | Hold |
15,058
| – | – | 0.05% | 118 |
|
2020
Q4 | $461K | Hold |
15,058
| – | – | 0.06% | 121 |
|
2020
Q3 | $432K | Hold |
15,058
| – | – | 0.06% | 106 |
|
2020
Q2 | $584K | Hold |
15,058
| – | – | 0.09% | 87 |
|
2020
Q1 | $603K | Hold |
15,058
| – | – | 0.1% | 86 |
|
2019
Q4 | $732K | Hold |
15,058
| – | – | 0.13% | 79 |
|
2019
Q3 | $726K | Hold |
15,058
| – | – | 0.13% | 77 |
|
2019
Q2 | $645K | Buy |
15,058
+135
| +0.9% | +$5.78K | 0.12% | 80 |
|
2019
Q1 | $621K | Buy |
14,923
+138
| +0.9% | +$5.74K | 0.12% | 78 |
|
2018
Q4 | $555K | Buy |
14,785
+135
| +0.9% | +$5.07K | 0.11% | 80 |
|
2018
Q3 | $545K | Buy |
+14,650
| New | +$545K | 0.12% | 84 |
|
2017
Q4 | – | Sell |
-14,073
| Closed | -$434K | – | 29 |
|
2017
Q3 | $434K | Buy |
14,073
+153
| +1% | +$4.72K | 0.11% | 77 |
|
2017
Q2 | $406K | Sell |
13,920
-15
| -0.1% | -$438 | 0.11% | 80 |
|
2017
Q1 | $443K | Buy |
13,935
+335
| +2% | +$10.7K | 0.13% | 72 |
|
2016
Q4 | $421K | Buy |
13,600
+158
| +1% | +$4.89K | 0.13% | 66 |
|
2016
Q3 | $445K | Buy |
13,442
+146
| +1% | +$4.83K | 0.14% | 65 |
|
2016
Q2 | $464K | Buy |
13,296
+142
| +1% | +$4.96K | 0.16% | 57 |
|
2016
Q1 | $474K | Buy |
13,154
+140
| +1% | +$5.05K | 0.17% | 53 |
|
2015
Q4 | $413K | Sell |
13,014
-180
| -1% | -$5.71K | 0.18% | 47 |
|
2015
Q3 | $413K | Sell |
13,194
-616
| -4% | -$19.3K | 0.19% | 42 |
|
2015
Q2 | $450K | Buy |
+13,810
| New | +$450K | 0.22% | 41 |
|