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TCI Wealth Advisors’s FirstEnergy FE Stock Holding History

TCI Wealth Advisors’s Portfolio FE Stock Details FE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-451
Closed -$18.1K – 909
2023
Q1 		$18.1K Buy
451
+173
+62% +$6.93K ﹤0.01% 766
2022
Q4 		$11.7K Buy
278
+20
+8% +$839 ﹤0.01% 965
2022
Q3 		$10K Buy
258
+3
+1% +$116 ﹤0.01% 1003
2022
Q2 		$10K Hold
255
– – ﹤0.01% 1002
2022
Q1 		$12K Hold
255
– – ﹤0.01% 975
2021
Q4 		$11K Hold
255
– – ﹤0.01% 1081
2021
Q3 		$9K Hold
255
– – ﹤0.01% 1143
2021
Q2 		$9K Hold
255
– – ﹤0.01% 1006
2021
Q1 		$9K Hold
255
– – ﹤0.01% 883
2020
Q4 		$8K Sell
255
-2
-0.8% -$63 ﹤0.01% 683
2020
Q3 		$7K Buy
257
+25
+11% +$681 ﹤0.01% 652
2020
Q2 		$9K Sell
232
-12
-5% -$466 ﹤0.01% 584
2020
Q1 		$10K Sell
244
-98
-29% -$4.02K ﹤0.01% 555
2019
Q4 		$17K Hold
342
– – 0.01% 576
2019
Q3 		$16K Hold
342
– – 0.01% 525
2019
Q2 		$15K Hold
342
– – 0.01% 523
2019
Q1 		$14K Sell
342
-75
-18% -$3.07K 0.01% 558
2018
Q4 		$16K Buy
417
+87
+26% +$3.34K 0.01% 511
2018
Q3 		$12K Hold
330
– – 0.01% 589
2018
Q2 		$12K Hold
330
– – 0.01% 606
2018
Q1 		$11K Buy
330
+22
+7% +$733 0.01% 596
2017
Q4 		$9K Hold
308
– – ﹤0.01% 655
2017
Q3 		$9K Hold
308
– – ﹤0.01% 618
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% -$7.86K 0.01% 541
2016
Q1 		$19K Buy
528
+424
+408% +$15.3K 0.01% 448
2015
Q4 		$3K Sell
104
-40
-28% -$1.15K ﹤0.01% 790
2015
Q3 		$5K Buy
144
+114
+380% +$3.96K ﹤0.01% 626
2015
Q2 		$1K Hold
30
– – ﹤0.01% 878
2015
Q1 		$1K Hold
30
– – ﹤0.01% 798
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% 770
2013
Q3 		$1K Sell
30
-3,175
-99% -$106K ﹤0.01% 689
2013
Q2 		$120K Buy
+3,205
New +$120K 0.09% 135