SWS
SYSTM Wealth Solutions’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,759
| Closed | -$184K | – | 770 |
|
|
2024
Q1 | $184K | Sell |
4,759
-11
| -0.2% | -$425 | 0.02% | 407 |
|
|
2023
Q4 | $175K | Buy |
+4,770
| New | +$175K | 0.02% | 396 |
|
|
2023
Q3 | – | Sell |
-5,311
| Closed | -$206K | – | 475 |
|
|
2023
Q2 | $206K | Buy |
+5,311
| New | +$206K | 0.03% | 450 |
|