SWM
Selective Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-897
| Closed | -$33K | – | 321 |
|
|
2022
Q3 | $33K | Hold |
897
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $34K | Hold |
897
| – | – | 0.01% | 381 |
|
|
2022
Q1 | $41K | Buy |
897
+597
| +199% | +$27.3K | 0.01% | 337 |
|
|
2021
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $11K | Buy |
300
+200
| +200% | +$7.33K | 0.01% | 427 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 266 |
|
|
2020
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 319 |
|