Sterneck Capital Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,795
| Closed | -$374K | – | 127 |
|
|
2015
Q4 | $374K | Sell |
11,795
-1,405
| -11% | -$44.6K | 0.24% | 88 |
|
|
2015
Q3 | $413K | Sell |
13,200
-620
| -4% | -$19.4K | 0.27% | 78 |
|
|
2015
Q2 | $450K | Sell |
13,820
-3,530
| -20% | -$115K | 0.25% | 84 |
|
|
2015
Q1 | $608K | Sell |
17,350
-19,025
| -52% | -$667K | 0.33% | 70 |
|
|
2014
Q4 | $1.42M | Buy |
36,375
+2,600
| +8% | +$101K | 0.84% | 39 |
|
|
2014
Q3 | $1.13M | Sell |
33,775
-1,175
| -3% | -$39.5K | 0.68% | 51 |
|
|
2014
Q2 | $1.21M | Buy |
34,950
+16,600
| +90% | +$576K | 0.71% | 52 |
|
|
2014
Q1 | $624K | Buy |
+18,350
| New | +$624K | 0.34% | 70 |
|