SeaCrest Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,219
| Closed | -$313K | – | 627 |
|
|
2023
Q4 | $313K | Sell |
8,219
-10
| -0.1% | -$381 | 0.04% | 437 |
|
|
2023
Q3 | $281K | Sell |
8,229
-38
| -0.5% | -$1.3K | 0.04% | 479 |
|
|
2023
Q2 | $321K | Sell |
8,267
-398
| -5% | -$15.5K | 0.04% | 449 |
|
|
2023
Q1 | $347K | Buy |
8,665
+26
| +0.3% | +$1.04K | 0.05% | 423 |
|
|
2022
Q4 | $362K | Sell |
8,639
-215
| -2% | -$9.02K | 0.05% | 406 |
|
|
2022
Q3 | $328K | Sell |
8,854
-1,233
| -12% | -$45.7K | 0.05% | 413 |
|
|
2022
Q2 | $387K | Sell |
10,087
-141
| -1% | -$5.41K | 0.05% | 398 |
|
|
2022
Q1 | $469K | Buy |
10,228
+10
| +0.1% | +$459 | 0.05% | 375 |
|
|
2021
Q4 | $425K | Sell |
10,218
-769
| -7% | -$32K | 0.05% | 403 |
|
|
2021
Q3 | $391K | Buy |
10,987
+101
| +0.9% | +$3.59K | 0.05% | 412 |
|
|
2021
Q2 | $405K | Sell |
10,886
-467
| -4% | -$17.4K | 0.05% | 403 |
|
|
2021
Q1 | $394K | Buy |
11,353
+474
| +4% | +$16.5K | 0.05% | 382 |
|
|
2020
Q4 | $333K | Sell |
10,879
-614
| -5% | -$18.8K | 0.05% | 400 |
|
|
2020
Q3 | $330K | Sell |
11,493
-2,332
| -17% | -$67K | 0.05% | 360 |
|
|
2020
Q2 | $536K | Buy |
13,825
+1,560
| +13% | +$60.5K | 0.09% | 236 |
|
|
2020
Q1 | $491K | Buy |
12,265
+753
| +7% | +$30.1K | 0.11% | 213 |
|
|
2019
Q4 | $559K | Sell |
11,512
-482
| -4% | -$23.4K | 0.09% | 249 |
|
|
2019
Q3 | $578K | Buy |
11,994
+214
| +2% | +$10.3K | 0.11% | 228 |
|
|
2019
Q2 | $504K | Sell |
11,780
-344
| -3% | -$14.7K | 0.1% | 236 |
|
|
2019
Q1 | $504K | Sell |
12,124
-1,889
| -13% | -$78.5K | 0.09% | 229 |
|
|
2018
Q4 | $526K | Sell |
14,013
-610
| -4% | -$22.9K | 0.11% | 197 |
|
|
2018
Q3 | $544K | Sell |
14,623
-582
| -4% | -$21.7K | 0.09% | 240 |
|
|
2018
Q2 | $546K | Sell |
15,205
-2,198
| -13% | -$78.9K | 0.1% | 229 |
|
|
2018
Q1 | $592K | Buy |
17,403
+576
| +3% | +$19.6K | 0.11% | 200 |
|
|
2017
Q4 | $515K | Buy |
+16,827
| New | +$515K | 0.09% | 230 |
|