SFMG Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-81,085
| Closed | -$3.72M | – | 290 |
|
|
2022
Q1 | $3.72M | Sell |
81,085
-1,244
| -2% | -$57.1K | 0.37% | 43 |
|
|
2021
Q4 | $3.42M | Sell |
82,329
-401
| -0.5% | -$16.7K | 0.33% | 42 |
|
|
2021
Q3 | $2.95M | Hold |
82,730
| – | – | 0.33% | 44 |
|
|
2021
Q2 | $3.08M | Sell |
82,730
-400
| -0.5% | -$14.9K | 0.34% | 39 |
|
|
2021
Q1 | $2.88M | Buy |
83,130
+1,050
| +1% | +$36.4K | 0.33% | 40 |
|
|
2020
Q4 | $2.51M | Buy |
82,080
+900
| +1% | +$27.5K | 0.32% | 42 |
|
|
2020
Q3 | $2.33M | Buy |
+81,180
| New | +$2.33M | 0.32% | 38 |
|