Stelac Advisory Services’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,317
| Closed | -$596K | – | 127 |
|
|
2023
Q2 | $596K | Buy |
15,317
+755
| +5% | +$29.4K | 0.27% | 69 |
|
|
2023
Q1 | $583K | Hold |
14,562
| – | – | 0.25% | 71 |
|
|
2022
Q4 | $611K | Hold |
14,562
| – | – | 0.28% | 58 |
|
|
2022
Q3 | $539K | Hold |
14,562
| – | – | 0.25% | 65 |
|
|
2022
Q2 | $559K | Buy |
14,562
+8,857
| +155% | +$340K | 0.22% | 65 |
|
|
2022
Q1 | $262K | Sell |
5,705
-11,625
| -67% | -$534K | 0.09% | 83 |
|
|
2021
Q4 | $721K | Buy |
17,330
+1,098
| +7% | +$45.7K | 0.2% | 71 |
|
|
2021
Q3 | $578K | Buy |
16,232
+4,969
| +44% | +$177K | 0.16% | 97 |
|
|
2021
Q2 | $419K | Buy |
+11,263
| New | +$419K | 0.1% | 145 |
|