Simplicity Solutions’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $311K | Sell |
8,478
-136
| -2% | -$4.99K | 0.01% | 832 |
|
|
2023
Q3 | $294K | Sell |
8,614
-1,840
| -18% | -$62.9K | 0.01% | 774 |
|
|
2023
Q2 | $406K | Sell |
10,454
-416
| -4% | -$16.2K | 0.01% | 730 |
|
|
2023
Q1 | $435K | Buy |
10,870
+4,153
| +62% | +$166K | 0.01% | 733 |
|
|
2022
Q4 | $282K | Sell |
6,717
-2,486
| -27% | -$104K | 0.04% | 501 |
|
|
2022
Q3 | $341K | Buy |
9,203
+829
| +10% | +$30.7K | 0.05% | 415 |
|
|
2022
Q2 | $321K | Sell |
8,374
-4,271
| -34% | -$164K | 0.04% | 416 |
|
|
2022
Q1 | $580K | Buy |
+12,645
| New | +$580K | 0.07% | 280 |
|
|
2021
Q3 | – | Sell |
-9,273
| Closed | -$345K | – | 594 |
|
|
2021
Q2 | $345K | Buy |
9,273
+450
| +5% | +$16.7K | 0.07% | 333 |
|
|
2021
Q1 | $306K | Sell |
8,823
-34,561
| -80% | -$1.2M | 0.07% | 325 |
|
|
2020
Q4 | $1.33M | Buy |
43,384
+8,776
| +25% | +$269K | 0.02% | 474 |
|
|
2020
Q3 | $994K | Buy |
34,608
+13,015
| +60% | +$374K | 0.02% | 481 |
|
|
2020
Q2 | $837K | Buy |
+21,593
| New | +$837K | 0.02% | 513 |
|
|
2020
Q1 | – | Sell |
-12,493
| Closed | -$607K | – | 773 |
|
|
2019
Q4 | $607K | Sell |
12,493
-461
| -4% | -$22.4K | 0.02% | 495 |
|
|
2019
Q3 | $625K | Sell |
12,954
-1,694
| -12% | -$81.7K | 0.03% | 381 |
|
|
2019
Q2 | $627K | Buy |
+14,648
| New | +$627K | 0.03% | 328 |
|
|
2019
Q1 | – | Sell |
-8,003
| Closed | -$301K | – | 767 |
|
|
2018
Q4 | $301K | Sell |
8,003
-7,557
| -49% | -$284K | 0.04% | 443 |
|
|
2018
Q3 | $578K | Sell |
15,560
-23,515
| -60% | -$874K | 0.03% | 242 |
|
|
2018
Q2 | $1.4M | Sell |
39,075
-2,885
| -7% | -$104K | 0.1% | 116 |
|
|
2018
Q1 | $1.43M | Buy |
41,960
+1,514
| +4% | +$51.5K | 0.12% | 99 |
|
|
2017
Q4 | $1.24M | Buy |
40,446
+29,705
| +277% | +$910K | 0.12% | 111 |
|
|
2017
Q3 | $331K | Sell |
10,741
-24,161
| -69% | -$745K | 0.22% | 135 |
|
|
2017
Q2 | $1.02M | Buy |
34,902
+2,283
| +7% | +$66.6K | 0.12% | 146 |
|
|
2017
Q1 | $1.04M | Buy |
32,619
+6,186
| +23% | +$197K | 0.16% | 132 |
|
|
2016
Q4 | $819K | Buy |
+26,433
| New | +$819K | 0.19% | 128 |
|