Regal Investment Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,027
| Closed | -$231K | – | 494 |
|
|
2022
Q2 | $231K | Buy |
6,027
+14
| +0.2% | +$537 | 0.02% | 432 |
|
|
2022
Q1 | $276K | Sell |
6,013
-222
| -4% | -$10.2K | 0.03% | 432 |
|
|
2021
Q4 | $259K | Sell |
6,235
-224
| -3% | -$9.31K | 0.02% | 465 |
|
|
2021
Q3 | $230K | Sell |
6,459
-1,909
| -23% | -$68K | 0.02% | 480 |
|
|
2021
Q2 | $311K | Buy |
+8,368
| New | +$311K | 0.03% | 413 |
|
|
2021
Q1 | – | Sell |
-8,287
| Closed | -$254K | – | 154 |
|
|
2020
Q4 | $254K | Buy |
+8,287
| New | +$254K | 0.03% | 394 |
|
|
2015
Q4 | – | Sell |
-377
| Closed | -$11K | – | 474 |
|
|
2015
Q3 | $11K | Hold |
377
| – | – | ﹤0.01% | 670 |
|
|
2015
Q2 | $12K | Hold |
377
| – | – | ﹤0.01% | 627 |
|
|
2015
Q1 | $13K | Sell |
377
-224
| -37% | -$7.72K | ﹤0.01% | 638 |
|
|
2014
Q4 | $23K | Buy |
601
+144
| +32% | +$5.51K | 0.01% | 508 |
|
|
2014
Q3 | $15K | Hold |
457
| – | – | ﹤0.01% | 612 |
|
|
2014
Q2 | $16K | Hold |
457
| – | – | 0.01% | 584 |
|
|
2014
Q1 | $16K | Buy |
457
+301
| +193% | +$10.5K | 0.01% | 555 |
|
|
2013
Q4 | $5K | Buy |
156
+2
| +1% | +$64 | ﹤0.01% | 673 |
|
|
2013
Q3 | $6K | Buy |
154
+2
| +1% | +$78 | ﹤0.01% | 680 |
|
|
2013
Q2 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 667 |
|