Sun Life Financial’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,203
| Closed | -$319K | – | 231 |
|
|
2021
Q1 | $319K | Buy |
9,203
+3,218
| +54% | +$112K | 0.03% | 88 |
|
|
2020
Q4 | $183K | Sell |
5,985
-9,628
| -62% | -$294K | 0.02% | 120 |
|
|
2020
Q3 | $448K | Buy |
15,613
+15,291
| +4,749% | +$439K | 0.07% | 95 |
|
|
2020
Q2 | $12K | Sell |
322
-5
| -2% | -$186 | ﹤0.01% | 271 |
|
|
2020
Q1 | $13K | Sell |
327
-12,328
| -97% | -$490K | ﹤0.01% | 232 |
|
|
2019
Q4 | $615K | Sell |
12,655
-7,061
| -36% | -$343K | 0.16% | 72 |
|
|
2019
Q3 | $951K | Buy |
19,716
+7,339
| +59% | +$354K | 0.24% | 63 |
|
|
2019
Q2 | $530K | Sell |
12,377
-13,677
| -52% | -$586K | 0.13% | 89 |
|
|
2019
Q1 | $1.08M | Sell |
26,054
-11,539
| -31% | -$480K | 0.24% | 64 |
|
|
2018
Q4 | $1.41M | Buy |
37,593
+368
| +1% | +$13.8K | 0.3% | 48 |
|
|
2018
Q3 | $1.38M | Sell |
37,225
-24,065
| -39% | -$895K | 0.25% | 64 |
|
|
2018
Q2 | $2.2M | Buy |
61,290
+59,193
| +2,823% | +$2.13M | 0.31% | 33 |
|
|
2018
Q1 | $61.7K | Sell |
2,097
-55,444
| -96% | -$1.63M | 0.55% | 33 |
|
|
2017
Q4 | $1.76M | Buy |
57,541
+37,915
| +193% | +$1.16M | 0.18% | 47 |
|
|
2017
Q3 | $605K | Buy |
19,626
+7,667
| +64% | +$236K | 0.06% | 113 |
|
|
2017
Q2 | $349K | Buy |
11,959
+11,678
| +4,156% | +$341K | 0.04% | 161 |
|
|
2017
Q1 | $8.84K | Buy |
281
+88
| +46% | +$2.77K | 0.02% | 60 |
|
|
2016
Q4 | $6.24K | Buy |
+193
| New | +$6.24K | 0.07% | 39 |
|