San Francisco Sentry Investment Group’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $111K | Sell |
2,990
-15
| -0.5% | -$557 | 0.06% | 268 |
|
2021
Q1 | $104K | Sell |
3,005
-30
| -1% | -$1.04K | 0.04% | 292 |
|
2020
Q4 | $93K | Sell |
3,035
-110
| -3% | -$3.37K | 0.04% | 282 |
|
2020
Q3 | $90K | Sell |
3,145
-20
| -0.6% | -$572 | 0.05% | 269 |
|
2020
Q2 | $123K | Buy |
3,165
+1,377
| +77% | +$53.5K | 0.07% | 232 |
|
2020
Q1 | $72K | Buy |
1,788
+1,748
| +4,370% | +$70.4K | 0.05% | 252 |
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 735 |
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 725 |
|
2019
Q2 | $2K | Sell |
40
-13
| -25% | -$650 | ﹤0.01% | 736 |
|
2019
Q1 | $3K | Buy |
53
+13
| +33% | +$736 | ﹤0.01% | 698 |
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 743 |
|
2018
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 841 |
|
2018
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 731 |
|
2018
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 891 |
|
2017
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 881 |
|
2017
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 887 |
|
2017
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 724 |
|