Sonora Investment Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $14K | Hold |
406
| – | – | ﹤0.01% | 709 |
|
|
2021
Q2 | $15K | Hold |
406
| – | – | ﹤0.01% | 633 |
|
|
2021
Q1 | $14K | Buy |
406
+223
| +122% | +$7.69K | ﹤0.01% | 1121 |
|
|
2020
Q4 | $6K | Hold |
183
| – | – | ﹤0.01% | 1396 |
|
|
2020
Q3 | $5K | Hold |
183
| – | – | ﹤0.01% | 1461 |
|
|
2020
Q2 | $7K | Sell |
183
-450
| -71% | -$17.2K | ﹤0.01% | 1242 |
|
|
2020
Q1 | $25K | Sell |
633
-350
| -36% | -$13.8K | ﹤0.01% | 671 |
|
|
2019
Q4 | $48K | Sell |
983
-101
| -9% | -$4.93K | ﹤0.01% | 562 |
|
|
2019
Q3 | $52K | Sell |
1,084
-274
| -20% | -$13.1K | 0.01% | 500 |
|
|
2019
Q2 | $58K | Buy |
1,358
+825
| +155% | +$35.2K | 0.01% | 460 |
|
|
2019
Q1 | $22K | Buy |
533
+183
| +52% | +$7.55K | ﹤0.01% | 757 |
|
|
2018
Q4 | $13K | Hold |
350
| – | – | ﹤0.01% | 764 |
|
|
2018
Q3 | $13K | Hold |
350
| – | – | ﹤0.01% | 778 |
|
|
2018
Q2 | $13K | Hold |
350
| – | – | ﹤0.01% | 716 |
|
|
2018
Q1 | $11.9K | Hold |
350
| – | – | ﹤0.01% | 715 |
|
|
2017
Q4 | $10.7K | Hold |
350
| – | – | ﹤0.01% | 775 |
|
|
2017
Q3 | $10.8K | Hold |
350
| – | – | ﹤0.01% | 689 |
|
|
2017
Q2 | $10.2K | Buy |
+350
| New | +$10.2K | ﹤0.01% | 708 |
|
|
2015
Q4 | – | Sell |
-356
| Closed | -$11K | – | 914 |
|
|
2015
Q3 | $11K | Buy |
+356
| New | +$11K | ﹤0.01% | 458 |
|