Summit Trail Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,923
| Closed | -$307K | – | 518 |
|
|
2024
Q3 | $307K | Buy |
6,923
+1,146
| +20% | +$50.8K | 0.01% | 538 |
|
|
2024
Q2 | $221K | Buy |
+5,777
| New | +$221K | 0.01% | 566 |
|
|
2018
Q1 | – | Sell |
-627
| Closed | -$19K | – | 844 |
|
|
2017
Q4 | $19K | Buy |
+627
| New | +$19K | ﹤0.01% | 1054 |
|