TrueWealth LLC’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $11K | Hold |
283
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $11K | Hold |
283
| – | – | 0.01% | 441 |
|
|
2019
Q4 | $14K | Hold |
283
| – | – | 0.01% | 420 |
|
|
2019
Q3 | $14K | Hold |
283
| – | – | 0.01% | 412 |
|
|
2019
Q2 | $12K | Hold |
283
| – | – | 0.01% | 436 |
|
|
2019
Q1 | $12K | Hold |
283
| – | – | 0.01% | 431 |
|
|
2018
Q4 | $11K | Sell |
283
-35
| -11% | -$1.36K | 0.01% | 426 |
|
|
2018
Q3 | $12K | Hold |
318
| – | – | 0.01% | 454 |
|
|
2018
Q2 | $11K | Buy |
318
+35
| +12% | +$1.21K | 0.01% | 468 |
|
|
2018
Q1 | $10K | Buy |
283
+16
| +6% | +$565 | 0.01% | 451 |
|
|
2017
Q4 | $8K | Buy |
+267
| New | +$8K | ﹤0.01% | 549 |
|