TPWM
Twelve Points Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
15,969
+188
| +1% | +$7.57K | 0.17% | 120 |
|
|
2025
Q1 | $638K | Buy |
15,781
+1,540
| +11% | +$62.2K | 0.17% | 116 |
|
|
2024
Q4 | $566K | Buy |
14,241
+3,965
| +39% | +$158K | 0.16% | 119 |
|
|
2024
Q3 | $456K | Buy |
10,276
+1,296
| +14% | +$57.5K | 0.14% | 125 |
|
|
2024
Q2 | $344K | Buy |
8,980
+977
| +12% | +$37.4K | 0.12% | 141 |
|
|
2024
Q1 | $309K | Buy |
8,003
+408
| +5% | +$15.8K | 0.11% | 143 |
|
|
2023
Q4 | $278K | Buy |
7,595
+361
| +5% | +$13.2K | 0.13% | 142 |
|
|
2023
Q3 | $247K | Buy |
7,234
+1,142
| +19% | +$39K | 0.12% | 148 |
|
|
2023
Q2 | $237K | Buy |
6,092
+975
| +19% | +$37.9K | 0.13% | 148 |
|
|
2023
Q1 | $205K | Buy |
+5,117
| New | +$205K | 0.12% | 155 |
|