TRUE Private Wealth 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 |
-1,098
| Closed | -$33K | – | 402 |
|
|
2020
Q4 | $33K | Hold |
1,098
| – | – | 0.01% | 396 |
|
|
2020
Q3 | $31K | Hold |
1,098
| – | – | 0.01% | 381 |
|
|
2020
Q2 | $42K | Hold |
1,098
| – | – | 0.01% | 332 |
|
|
2020
Q1 | $44K | Hold |
1,098
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $53K | Buy |
+1,098
| New | +$53K | 0.01% | 360 |
|
|
2019
Q3 | – | Sell |
-1,098
| Closed | -$47K | – | 397 |
|
|
2019
Q2 | $47K | Buy |
+1,098
| New | +$47K | 0.01% | 352 |
|
|
2018
Q4 | – | Sell |
-1,098
| Closed | -$40.8K | – | 481 |
|
|
2018
Q3 | $40.8K | Buy |
+1,098
| New | +$40.8K | 0.01% | 486 |
|