Tilia Fiduciary Partners’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 |
-3,434
| Closed | -$134K | – | 224 |
|
|
2023
Q2 | $134K | Sell |
3,434
-366
| -10% | -$14.2K | 0.12% | 111 |
|
|
2023
Q1 | $152K | Sell |
3,800
-395
| -9% | -$15.8K | 0.15% | 106 |
|
|
2022
Q4 | $176K | Hold |
4,195
| – | – | 0.17% | 103 |
|
|
2022
Q3 | $154K | Hold |
4,195
| – | – | 0.16% | 101 |
|
|
2022
Q2 | $157K | Hold |
4,195
| – | – | 0.15% | 107 |
|
|
2022
Q1 | $192K | Hold |
4,195
| – | – | 0.16% | 102 |
|
|
2021
Q4 | $174K | Buy |
+4,195
| New | +$174K | 0.14% | 111 |
|