Sugarloaf Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.9K | Hold |
500
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $22.2K | Hold |
500
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $19.1K | Hold |
500
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $19.3K | Sell |
500
-286
| -36% | -$11K | ﹤0.01% | 408 |
|
|
2023
Q4 | $28.8K | Buy |
+786
| New | +$28.8K | 0.01% | 345 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$2.52K | – | 734 |
|
|
2022
Q4 | $2.52K | Buy |
+60
| New | +$2.52K | ﹤0.01% | 650 |
|
|
2021
Q4 | – | Sell |
-170
| Closed | -$6K | – | 751 |
|
|
2021
Q3 | $6K | Sell |
170
-76
| -31% | -$2.68K | ﹤0.01% | 581 |
|
|
2021
Q2 | $9K | Buy |
246
+3
| +1% | +$110 | ﹤0.01% | 504 |
|
|
2021
Q1 | $8 | Buy |
243
+3
| +1% | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $7K | Sell |
240
-71
| -23% | -$2.07K | ﹤0.01% | 505 |
|
|
2020
Q3 | $7K | Buy |
311
+2
| +0.6% | +$45 | ﹤0.01% | 483 |
|
|
2020
Q2 | $12K | Buy |
309
+1
| +0.3% | +$39 | ﹤0.01% | 423 |
|
|
2020
Q1 | $12K | Sell |
308
-249
| -45% | -$9.7K | 0.01% | 407 |
|
|
2019
Q4 | $27K | Buy |
+557
| New | +$27K | 0.01% | 329 |
|