Tortoise Capital Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-72,968
| Closed | -$2.23M | – | 145 |
|
|
2020
Q4 | $2.23M | Hold |
72,968
| – | – | 0.04% | 54 |
|
|
2020
Q3 | $2.1M | Buy |
72,968
+14,594
| +25% | +$419K | 0.04% | 61 |
|
|
2020
Q2 | $2.26M | Buy |
+58,374
| New | +$2.26M | 0.04% | 48 |
|
|
2013
Q3 | – | Sell |
-12
| Closed | – | – | 106 |
|
|
2013
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 114 |
|