TCI Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-451
| Closed | -$18.1K | – | 909 |
|
|
2023
Q1 | $18.1K | Buy |
451
+173
| +62% | +$6.99K | ﹤0.01% | 766 |
|
|
2022
Q4 | $11.7K | Buy |
278
+20
| +8% | +$782 | ﹤0.01% | 965 |
|
|
2022
Q3 | $10K | Buy |
258
+3
| +1% | +$119 | ﹤0.01% | 1003 |
|
|
2022
Q2 | $10K | Hold |
255
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q1 | $12K | Hold |
255
| – | – | ﹤0.01% | 975 |
|
|
2021
Q4 | $11K | Hold |
255
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q3 | $9K | Hold |
255
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q2 | $9K | Hold |
255
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q1 | $9K | Hold |
255
| – | – | ﹤0.01% | 901 |
|
|
2020
Q4 | $8K | Sell |
255
-2
| -0.8% | -$60 | ﹤0.01% | 707 |
|
|
2020
Q3 | $7K | Buy |
257
+25
| +11% | +$784 | ﹤0.01% | 669 |
|
|
2020
Q2 | $9K | Sell |
232
-12
| -5% | -$496 | ﹤0.01% | 596 |
|
|
2020
Q1 | $10K | Sell |
244
-98
| -29% | -$4.55K | 0.01% | 565 |
|
|
2019
Q4 | $17K | Hold |
342
| – | – | 0.01% | 580 |
|
|
2019
Q3 | $16K | Hold |
342
| – | – | 0.01% | 529 |
|
|
2019
Q2 | $15K | Hold |
342
| – | – | 0.01% | 527 |
|
|
2019
Q1 | $14K | Sell |
342
-75
| -18% | -$2.98K | 0.01% | 564 |
|
|
2018
Q4 | $16K | Buy |
417
+87
| +26% | +$3.3K | 0.01% | 519 |
|
|
2018
Q3 | $12K | Hold |
330
| – | – | 0.01% | 599 |
|
|
2018
Q2 | $12K | Hold |
330
| – | – | 0.01% | 606 |
|
|
2018
Q1 | $11K | Buy |
330
+22
| +7% | +$707 | 0.01% | 599 |
|
|
2017
Q4 | $9K | Hold |
308
| – | – | ﹤0.01% | 655 |
|
|
2017
Q3 | $9K | Hold |
308
| – | – | ﹤0.01% | 619 |
|
|
2017
Q2 | $9K | Hold |
308
| – | – | ﹤0.01% | 611 |
|
|
2017
Q1 | $10K | Hold |
308
| – | – | 0.01% | 579 |
|
|
2016
Q4 | $10K | Hold |
308
| – | – | 0.01% | 628 |
|
|
2016
Q3 | $10K | Hold |
308
| – | – | 0.01% | 575 |
|
|
2016
Q2 | $11K | Sell |
308
-220
| -42% | -$7.45K | 0.01% | 541 |
|
|
2016
Q1 | $19K | Buy |
528
+424
| +408% | +$14.3K | 0.01% | 448 |
|
|
2015
Q4 | $3K | Sell |
104
-40
| -28% | -$1.26K | ﹤0.01% | 790 |
|
|
2015
Q3 | $5K | Buy |
144
+114
| +380% | +$3.73K | ﹤0.01% | 626 |
|
|
2015
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 878 |
|
|
2015
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 799 |
|
|
2014
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 798 |
|
|
2014
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 798 |
|
|
2014
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 818 |
|
|
2014
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 788 |
|
|
2013
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 772 |
|
|
2013
Q3 | $1K | Sell |
30
-3,175
| -99% | -$119K | ﹤0.01% | 691 |
|
|
2013
Q2 | $120K | Buy |
+3,205
| New | +$135K | 0.09% | 135 |
|
Other funds holding FE
IC
