Taylor Hoffman Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,240
| Closed | -$48K | – | 201 |
|
|
2020
Q2 | $48K | Buy |
+1,240
| New | +$48K | 0.03% | 199 |
|
|
2020
Q1 | – | Sell |
-1,240
| Closed | -$60K | – | 203 |
|
|
2019
Q4 | $60K | Hold |
1,240
| – | – | 0.04% | 198 |
|
|
2019
Q3 | $60K | Hold |
1,240
| – | – | 0.04% | 191 |
|
|
2019
Q2 | $53K | Hold |
1,240
| – | – | 0.04% | 187 |
|
|
2019
Q1 | $52K | Hold |
1,240
| – | – | 0.04% | 192 |
|
|
2018
Q4 | $47K | Hold |
1,240
| – | – | 0.04% | 183 |
|
|
2018
Q3 | $46K | Hold |
1,240
| – | – | 0.04% | 190 |
|
|
2018
Q2 | $45K | Sell |
1,240
-333
| -21% | -$12.1K | 0.04% | 184 |
|
|
2018
Q1 | $53K | Sell |
1,573
-233
| -13% | -$7.85K | 0.05% | 180 |
|
|
2017
Q4 | $55K | Buy |
+1,806
| New | +$55K | 0.05% | 180 |
|