Waverly Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
9,648
+115
| +1% | +$4.63K | ﹤0.01% | 883 |
|
|
2025
Q1 | $385K | Sell |
9,533
-437
| -4% | -$17.7K | ﹤0.01% | 848 |
|
|
2024
Q4 | $397K | Buy |
9,970
+2,599
| +35% | +$103K | 0.01% | 740 |
|
|
2024
Q3 | $327K | Sell |
7,371
-75
| -1% | -$3.33K | 0.01% | 664 |
|
|
2024
Q2 | $285K | Buy |
7,446
+957
| +15% | +$36.6K | 0.01% | 677 |
|
|
2024
Q1 | $251K | Buy |
+6,489
| New | +$251K | 0.01% | 610 |
|