Transamerica Financial Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1K | – | 635 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 433 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 492 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 475 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 280 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 386 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | -$1K | – | 836 |
|
|
2015
Q3 | $1K | Buy |
25
+22
| +733% | +$880 | ﹤0.01% | 746 |
|
|
2015
Q2 | $1K | Sell |
3
-45
| -94% | -$15K | ﹤0.01% | 807 |
|
|
2015
Q1 | $2K | Sell |
48
-3,425
| -99% | -$143K | ﹤0.01% | 761 |
|
|
2014
Q4 | $136K | Buy |
3,473
+266
| +8% | +$10.4K | 0.01% | 303 |
|
|
2014
Q3 | $108K | Buy |
3,207
+279
| +10% | +$9.4K | 0.01% | 293 |
|
|
2014
Q2 | $102K | Sell |
2,928
-659
| -18% | -$23K | 0.01% | 320 |
|
|
2014
Q1 | $123K | Buy |
+3,587
| New | +$123K | 0.01% | 287 |
|