Reilly Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $30K | Hold |
716
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $26K | Hold |
716
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $27K | Hold |
716
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $25K | Hold |
716
| – | – | ﹤0.01% | 496 |
|
|
2020
Q4 | $22K | Hold |
716
| – | – | ﹤0.01% | 471 |
|
|
2020
Q3 | $21K | Sell |
716
-1,835
| -72% | -$53.8K | ﹤0.01% | 441 |
|
|
2020
Q2 | $99K | Buy |
2,551
+1,761
| +223% | +$68.3K | 0.01% | 229 |
|
|
2020
Q1 | $32K | Buy |
790
+74
| +10% | +$3K | ﹤0.01% | 360 |
|
|
2019
Q4 | $35K | Hold |
716
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $35K | Sell |
716
-396
| -36% | -$19.4K | ﹤0.01% | 404 |
|
|
2019
Q2 | $48K | Sell |
1,112
-350
| -24% | -$15.1K | 0.01% | 373 |
|
|
2019
Q1 | $61K | Hold |
1,462
| – | – | 0.01% | 315 |
|
|
2018
Q4 | $55K | Hold |
1,462
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $54K | Sell |
1,462
-1,416
| -49% | -$52.3K | 0.01% | 346 |
|
|
2018
Q2 | $103K | Buy |
2,878
+2,132
| +286% | +$76.3K | 0.01% | 215 |
|
|
2018
Q1 | $25K | Hold |
746
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $23K | Hold |
746
| – | – | ﹤0.01% | 475 |
|
|
2017
Q3 | $23K | Hold |
746
| – | – | ﹤0.01% | 462 |
|
|
2017
Q2 | $22K | Hold |
746
| – | – | ﹤0.01% | 480 |
|
|
2017
Q1 | $24K | Hold |
746
| – | – | ﹤0.01% | 442 |
|
|
2016
Q4 | $23K | Hold |
746
| – | – | ﹤0.01% | 426 |
|
|
2016
Q3 | $25K | Hold |
746
| – | – | ﹤0.01% | 371 |
|
|
2016
Q2 | $26K | Hold |
746
| – | – | ﹤0.01% | 343 |
|
|
2016
Q1 | $27K | Buy |
+746
| New | +$27K | ﹤0.01% | 382 |
|
|
2014
Q2 | – | Sell |
-925
| Closed | -$31K | – | 842 |
|
|
2014
Q1 | $31K | Hold |
925
| – | – | 0.01% | 350 |
|
|
2013
Q4 | $31K | Hold |
925
| – | – | 0.01% | 320 |
|
|
2013
Q3 | $34K | Hold |
925
| – | – | 0.01% | 270 |
|
|
2013
Q2 | $33K | Buy |
+925
| New | +$33K | 0.01% | 280 |
|