SVB Wealth’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,421
| Closed | -$250K | – | 889 |
|
|
2023
Q2 | $250K | Sell |
6,421
-452
| -7% | -$17.6K | ﹤0.01% | 741 |
|
|
2023
Q1 | $275K | Sell |
6,873
-622
| -8% | -$24.9K | ﹤0.01% | 752 |
|
|
2022
Q4 | $314K | Buy |
7,495
+1,521
| +25% | +$63.8K | ﹤0.01% | 725 |
|
|
2022
Q3 | $221K | Buy |
+5,974
| New | +$221K | ﹤0.01% | 817 |
|
|
2021
Q4 | – | Sell |
-11,294
| Closed | -$402K | – | 866 |
|
|
2021
Q3 | $402K | Buy |
+11,294
| New | +$402K | 0.01% | 674 |
|
|
2018
Q1 | – | Sell |
-9,344
| Closed | -$286K | – | 460 |
|
|
2017
Q4 | $286K | Buy |
+9,344
| New | +$286K | 0.01% | 403 |
|