TD Ameritrade Investment Management’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 |
-26
| Closed | -$1K | – | 164 |
|
|
2023
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 505 |
|
|
2022
Q4 | – | Sell |
-369
| Closed | -$14K | – | 600 |
|
|
2022
Q3 | $14K | Buy |
+369
| New | +$14K | ﹤0.01% | 355 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$1K | – | 650 |
|
|
2021
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 613 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 647 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $0 | Sell |
1
-49
| -98% | – | ﹤0.01% | 642 |
|
|
2020
Q3 | $1K | Sell |
50
-17,514
| -100% | -$350K | ﹤0.01% | 613 |
|
|
2020
Q2 | $681K | Sell |
17,564
-3,273
| -16% | -$127K | 0.01% | 139 |
|
|
2020
Q1 | $835K | Sell |
20,837
-2,193
| -10% | -$87.9K | 0.01% | 124 |
|
|
2019
Q4 | $1.12M | Buy |
23,030
+1,106
| +5% | +$53.7K | 0.01% | 123 |
|
|
2019
Q3 | $1.06M | Buy |
21,924
+2,279
| +12% | +$110K | 0.01% | 119 |
|
|
2019
Q2 | $841K | Buy |
19,645
+4,086
| +26% | +$175K | 0.01% | 123 |
|
|
2019
Q1 | $647K | Buy |
15,559
+3,944
| +34% | +$164K | 0.01% | 129 |
|
|
2018
Q4 | $436K | Buy |
11,615
+3,804
| +49% | +$143K | ﹤0.01% | 123 |
|
|
2018
Q3 | $290K | Buy |
7,811
+5,804
| +289% | +$215K | ﹤0.01% | 123 |
|
|
2018
Q2 | $72K | Buy |
+2,007
| New | +$72K | ﹤0.01% | 120 |
|