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Sterneck Capital Management’s FirstEnergy FE Stock Holding History

Sterneck Capital Management’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,795
Closed -$374K – 127
2015
Q4 		$374K Sell
11,795
-1,405
-11% -$44.2K 0.24% 88
2015
Q3 		$413K Sell
13,200
-620
-4% -$20.3K 0.27% 78
2015
Q2 		$450K Sell
13,820
-3,530
-20% -$123K 0.25% 84
2015
Q1 		$608K Sell
17,350
-19,025
-52% -$712K 0.33% 70
2014
Q4 		$1.42M Buy
36,375
+2,600
+8% +$95.3K 0.84% 39
2014
Q3 		$1.13M Sell
33,775
-1,175
-3% -$38.9K 0.68% 51
2014
Q2 		$1.21M Buy
34,950
+16,600
+90% +$559K 0.71% 52
2014
Q1 		$624K Buy
+18,350
New +$580K 0.34% 70

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